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 | $34,847 | $176,812-80.3% | $146,665-76.2% | $167,490-79.2% |
| Participation rate | 45.5% | 83.6%-38.2pp | 80.1%-34.6pp | 82.1%-36.7pp |
| Annual return | 11.12% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,232 | $5,160-76.1% | $4,136-70.2% | $4,837-74.5% |
| Participant deferral / active EE | $4,820 | $6,440-25.1% | $5,506-12.4% | $6,341-24.0% |
| Admin fee / account holder | $184 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |