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 | $35,177 | $148,534-76.3% | $135,903-74.1% | $139,434-74.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 16.69% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,626 | $5,243-49.9% | $4,856-45.9% | $4,751-44.7% |
| Participant deferral / active EE | $4,461 | $8,100-44.9% | $7,758-42.5% | $6,710-33.5% |
| Admin fee / account holder | $56 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |