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 6-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 | $29,557 | $179,726-83.6% | $156,263-81.1% | $142,382-79.2% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.9%-10.7pp | 80.1%-11.9pp |
| Annual return | 23.47% | 77.86%-54.4pp | 59.47%-36.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,964 | $5,069-41.5% | $4,333-31.6% | $4,299-31.1% |
| Participant deferral / active EE | $5,293 | $6,956-23.9% | $6,158-14.1% | $6,507-18.7% |
| Admin fee / account holder | $38 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |