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 9-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 | $48,777 | $157,256-69.0% | $141,162-65.4% | $152,861-68.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 32.16% | 64.32%-32.2pp | 71.39%-39.2pp | 345.32%-313.2pp |
| Employer contribution / active EE | $1,196 | $5,261-77.3% | $4,735-74.8% | $4,762-74.9% |
| Participant deferral / active EE | $9,571 | $7,109+34.6% | $6,709+42.7% | $5,850+63.6% |
| Admin fee / account holder | $189 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |