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 | $27,626 | $169,032-83.7% | $129,207-78.6% | $145,922-81.1% |
| Participation rate | 52.4% | 76.4%-24.1pp | 69.6%-17.2pp | 80.3%-27.9pp |
| Annual return | 10.57% | 14330.11%-14319.5pp | 9417.33%-9406.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $684 | $5,537-87.6% | $4,153-83.5% | $4,660-85.3% |
| Participant deferral / active EE | $1,463 | $4,987-70.7% | $4,168-64.9% | $6,688-78.1% |
| Admin fee / account holder | $229 | $9,954-97.7% | $7,715-97.0% | $13,397-98.3% |