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 | $30,916 | $148,534-79.2% | $135,903-77.3% | $139,434-77.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 39.65% | 79.19%-39.5pp | 68.23%-28.6pp | 372.94%-333.3pp |
| Employer contribution / active EE | $1,685 | $5,243-67.9% | $4,856-65.3% | $4,751-64.5% |
| Participant deferral / active EE | $8,425 | $8,100+4.0% | $7,758+8.6% | $6,710+25.6% |
| Admin fee / account holder | $176 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |