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 5-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 | $50,434 | $214,378-76.5% | $200,582-74.9% | $142,382-64.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 21.40% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,070 | $6,841-40.5% | $6,419-36.6% | $4,299-5.3% |
| Participant deferral / active EE | $8,605 | $9,865-12.8% | $9,331-7.8% | $6,507+32.2% |
| Admin fee / account holder | $123 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |