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 | $30,644 | $74,888-59.1% | $71,209-57.0% | $142,382-78.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 22.54% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $6,113 | $2,854+114.2% | $2,721+124.7% | $4,299+42.2% |
| Participant deferral / active EE | $7,789 | $4,454+74.9% | $4,175+86.5% | $6,507+19.7% |
| Admin fee / account holder | $61 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |