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 | $57,247 | $148,534-61.5% | $135,903-57.9% | $139,434-58.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.73% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,256 | $5,243-76.0% | $4,856-74.1% | $4,751-73.6% |
| Participant deferral / active EE | $6,340 | $8,100-21.7% | $7,758-18.3% | $6,710-5.5% |
| Admin fee / account holder | $51 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |