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 | $27,300 | $107,334-74.6% | $92,893-70.6% | $152,861-82.1% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 25.53% | 145.58%-120.0pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,660 | $4,221-60.7% | $3,653-54.6% | $4,762-65.2% |
| Participant deferral / active EE | $5,773 | $4,845+19.2% | $4,236+36.3% | $5,850-1.3% |
| Admin fee / account holder | $263 | $7,079-96.3% | $5,794-95.5% | $11,596-97.7% |