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 | $23,658 | $107,334-78.0% | $92,893-74.5% | $152,861-84.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 26.90% | 145.58%-118.7pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,817 | $4,221-57.0% | $3,653-50.3% | $4,762-61.9% |
| Participant deferral / active EE | $5,520 | $4,845+13.9% | $4,236+30.3% | $5,850-5.6% |
| Admin fee / account holder | $82 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |