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 8-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 | $37,155 | $165,335-77.5% | $149,696-75.2% | $158,922-76.6% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 20.13% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,951 | $5,103-61.8% | $4,644-58.0% | $4,761-59.0% |
| Participant deferral / active EE | $3,190 | $7,181-55.6% | $6,842-53.4% | $5,982-46.7% |
| Admin fee / account holder | $51 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |