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 | $17,625 | $159,602-89.0% | $150,045-88.3% | $142,382-87.6% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 18.33% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,661 | $4,961-66.5% | $4,693-64.6% | $4,299-61.4% |
| Participant deferral / active EE | $5,827 | $8,310-29.9% | $7,997-27.1% | $6,507-10.4% |
| Admin fee / account holder | $282 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |