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 6-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 | $26,202 | $102,966-74.6% | $90,281-71.0% | $152,861-82.9% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.4%-40.8pp |
| Annual return | 32.13% | 95.16%-63.0pp | 78.10%-46.0pp | 345.32%-313.2pp |
| Employer contribution / active EE | $734 | $3,139-76.6% | $2,854-74.3% | $4,762-84.6% |
| Participant deferral / active EE | $3,437 | $4,281-19.7% | $3,885-11.5% | $5,850-41.3% |
| Admin fee / account holder | $82 | $6,171-98.7% | $5,351-98.5% | $11,596-99.3% |