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 | $50,345 | $209,411-76.0% | $178,490-71.8% | $158,922-68.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 21.72% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,214 | $5,706-61.2% | $5,011-55.8% | $4,761-53.5% |
| Participant deferral / active EE | $7,446 | $5,954+25.1% | $5,202+43.2% | $5,982+24.5% |
| Admin fee / account holder | $257 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |