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 | $37,947 | $209,411-81.9% | $178,490-78.7% | $158,922-76.1% |
| Participation rate | 57.9% | 86.3%-28.5pp | 81.9%-24.0pp | 82.0%-24.1pp |
| Annual return | 17.40% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,371 | $5,706-58.5% | $5,011-52.7% | $4,761-50.2% |
| Participant deferral / active EE | $5,555 | $5,954-6.7% | $5,202+6.8% | $5,982-7.1% |
| Admin fee / account holder | $134 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |