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 | $39,868 | $112,096-64.4% | $95,952-58.5% | $158,922-74.9% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 14.25% | 171.09%-156.8pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,786 | $3,198-44.1% | $2,541-29.7% | $4,761-62.5% |
| Participant deferral / active EE | $3,332 | $4,784-30.3% | $4,167-20.0% | $5,982-44.3% |
| Admin fee / account holder | $59 | $10,130-99.4% | $6,795-99.1% | $11,246-99.5% |