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 | $51,973 | $106,515-51.2% | $96,683-46.2% | $139,434-62.7% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 36.66% | 38.43%-1.8pp | 35.69%+1.0pp | 372.94%-336.3pp |
| Employer contribution / active EE | $1,039 | $4,103-74.7% | $3,737-72.2% | $4,751-78.1% |
| Participant deferral / active EE | $6,201 | $5,454+13.7% | $4,878+27.1% | $6,710-7.6% |
| Admin fee / account holder | $109 | $7,877-98.6% | $6,730-98.4% | $11,403-99.0% |