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 | $34,518 | $175,202-80.3% | $149,673-76.9% | $139,434-75.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 26.79% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $4,815 | $5,474-12.0% | $4,818-0.1% | $4,751+1.3% |
| Participant deferral / active EE | $3,922 | $6,519-39.8% | $5,680-31.0% | $6,710-41.6% |
| Admin fee / account holder | $100 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |