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 | $28,093 | $176,056-84.0% | $159,436-82.4% | $167,490-83.2% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 17.80% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,102 | $5,297-60.3% | $4,829-56.5% | $4,837-56.6% |
| Participant deferral / active EE | $4,776 | $7,750-38.4% | $7,352-35.0% | $6,341-24.7% |
| Admin fee / account holder | $83 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |