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 7-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 | $30,224 | $121,625-75.2% | $104,607-71.1% | $158,922-81.0% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 45.03% | 465.26%-420.2pp | 340.46%-295.4pp | 302.83%-257.8pp |
| Employer contribution / active EE | $341 | $3,163-89.2% | $2,681-87.3% | $4,761-92.8% |
| Participant deferral / active EE | $5,002 | $4,177+19.7% | $3,740+33.7% | $5,982-16.4% |
| Admin fee / account holder | $144 | $7,787-98.1% | $6,473-97.8% | $11,246-98.7% |