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 | $48,652 | $133,922-63.7% | $116,228-58.1% | $142,382-65.8% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.6%-13.4pp | 80.1%-19.0pp |
| Annual return | 22.14% | 147.76%-125.6pp | 90.06%-67.9pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,932 | $3,446-43.9% | $2,994-35.5% | $4,299-55.1% |
| Participant deferral / active EE | $3,504 | $5,672-38.2% | $4,953-29.3% | $6,507-46.2% |
| Admin fee / account holder | $147 | $14,945-99.0% | $11,989-98.8% | $12,624-98.8% |