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 | $33,224 | $228,332-85.4% | $185,823-82.1% | $158,922-79.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 24.21% | 40.80%-16.6pp | 35.95%-11.7pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,071 | $4,967-78.4% | $4,087-73.8% | $4,761-77.5% |
| Participant deferral / active EE | $5,334 | $6,415-16.8% | $5,632-5.3% | $5,982-10.8% |
| Admin fee / account holder | $158 | $11,864-98.7% | $9,500-98.3% | $11,246-98.6% |