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 | $27,357 | $102,317-73.3% | $146,958-81.4% | $80,856-66.2% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.2%-24.3pp | 67.6%-9.8pp |
| Annual return | 40.93% | 134.76%-93.8pp | 418.34%-377.4pp | 35.59%+5.3pp |
| Employer contribution / active EE | $1,740 | $3,713-53.1% | $4,933-64.7% | $2,755-36.8% |
| Participant deferral / active EE | $4,282 | $6,644-35.5% | $8,070-46.9% | $4,296-0.3% |
| Admin fee / account holder | $285 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |