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 7-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 | $67,683 | $114,381-40.8% | $107,525-37.1% | $142,382-52.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 18.94% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,788 | $4,015-55.5% | $3,754-52.4% | $4,299-58.4% |
| Participant deferral / active EE | $4,894 | $5,564-12.0% | $5,116-4.3% | $6,507-24.8% |
| Admin fee / account holder | $39 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |