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 9-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 | $27,811 | $107,334-74.1% | $92,893-70.1% | $152,861-81.8% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 29.32% | 145.58%-116.3pp | 109.41%-80.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $4,039 | $4,221-4.3% | $3,653+10.6% | $4,762-15.2% |
| Participant deferral / active EE | $2,007 | $4,845-58.6% | $4,236-52.6% | $5,850-65.7% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |