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 | $55,969 | $183,519-69.5% | $155,509-64.0% | $145,922-61.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.89% | 61.17%-40.3pp | 64.67%-43.8pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,418 | $5,313-73.3% | $4,672-69.7% | $4,660-69.6% |
| Participant deferral / active EE | $5,640 | $6,462-12.7% | $5,626+0.2% | $6,688-15.7% |
| Admin fee / account holder | $18 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |