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 8-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 | $43,440 | $159,602-72.8% | $150,045-71.0% | $142,382-69.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 23.55% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,900 | $4,961-61.7% | $4,693-59.5% | $4,299-55.8% |
| Participant deferral / active EE | $5,663 | $8,310-31.9% | $7,997-29.2% | $6,507-13.0% |
| Admin fee / account holder | $196 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |