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 4-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 | $38,430 | $74,888-48.7% | $71,209-46.0% | $142,382-73.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 20.73% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,687 | $2,854-5.9% | $2,721-1.2% | $4,299-37.5% |
| Participant deferral / active EE | $5,518 | $4,454+23.9% | $4,175+32.2% | $6,507-15.2% |
| Admin fee / account holder | $66 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |