See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,755 | $123,909-71.1% | $69,647-48.7% | $145,922-75.5% |
| Participation rate | 46.7% | 69.2%-22.5pp | 66.5%-19.8pp | 80.3%-33.6pp |
| Annual return | 16.82% | 190.55%-173.7pp | 100.48%-83.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,395 | $2,682-48.0% | $1,712-18.5% | $4,660-70.1% |
| Participant deferral / active EE | $3,855 | $4,236-9.0% | $2,886+33.6% | $6,688-42.4% |
| Admin fee / account holder | $107 | $7,863-98.6% | $4,713-97.7% | $13,397-99.2% |