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 | $54,619 | $183,519-70.2% | $155,509-64.9% | $145,922-62.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 12.95% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,751 | $5,313-67.0% | $4,672-62.5% | $4,660-62.4% |
| Participant deferral / active EE | $4,147 | $6,462-35.8% | $5,626-26.3% | $6,688-38.0% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |