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 | $43,509 | $183,519-76.3% | $155,509-72.0% | $145,922-70.2% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 31.30% | 61.17%-29.9pp | 64.67%-33.4pp | 561.29%-530.0pp |
| Employer contribution / active EE | $1,762 | $5,313-66.8% | $4,672-62.3% | $4,660-62.2% |
| Participant deferral / active EE | $5,443 | $6,462-15.8% | $5,626-3.2% | $6,688-18.6% |
| Admin fee / account holder | $187 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |