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 | $43,507 | $111,724-61.1% | $93,606-53.5% | $145,922-70.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 12.64% | 202.98%-190.3pp | 133.20%-120.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,925 | $3,090-37.7% | $2,420-20.5% | $4,660-58.7% |
| Participant deferral / active EE | $5,563 | $4,912+13.3% | $4,411+26.1% | $6,688-16.8% |
| Admin fee / account holder | $28 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |