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 3-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 | $35,067 | $159,901-78.1% | $146,958-76.1% | $145,922-76.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.27% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,924 | $5,286-63.6% | $4,933-61.0% | $4,660-58.7% |
| Participant deferral / active EE | $6,151 | $8,428-27.0% | $8,070-23.8% | $6,688-8.0% |
| Admin fee / account holder | $82 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |