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 | $30,989 | $157,256-80.3% | $141,162-78.0% | $152,861-79.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 28.79% | 64.32%-35.5pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,320 | $5,261-55.9% | $4,735-51.0% | $4,762-51.3% |
| Participant deferral / active EE | $6,573 | $7,109-7.5% | $6,709-2.0% | $5,850+12.4% |
| Admin fee / account holder | $104 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |