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 | $30,691 | $114,381-73.2% | $107,525-71.5% | $142,382-78.4% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 43.41% | 242.71%-199.3pp | 181.32%-137.9pp | 217.08%-173.7pp |
| Employer contribution / active EE | $1,636 | $4,015-59.2% | $3,754-56.4% | $4,299-61.9% |
| Participant deferral / active EE | $5,617 | $5,564+0.9% | $5,116+9.8% | $6,507-13.7% |
| Admin fee / account holder | $186 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |