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 4-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 | $58,899 | $111,754-47.3% | $103,333-43.0% | $145,922-59.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 28.96% | 24.77%+4.2pp | 24.88%+4.1pp | 561.29%-532.3pp |
| Employer contribution / active EE | $7,012 | $4,212+66.5% | $3,868+81.3% | $4,660+50.5% |
| Participant deferral / active EE | $8,125 | $5,619+44.6% | $5,057+60.6% | $6,688+21.5% |
| Admin fee / account holder | $56 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |