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 | $39,126 | $175,202-77.7% | $149,673-73.9% | $139,434-71.9% |
| Participation rate | 47.6% | 83.4%-35.8pp | 78.8%-31.1pp | 80.3%-32.7pp |
| Annual return | 21.07% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,009 | $5,474-63.3% | $4,818-58.3% | $4,751-57.7% |
| Participant deferral / active EE | $4,728 | $6,519-27.5% | $5,680-16.8% | $6,710-29.5% |
| Admin fee / account holder | $245 | $16,150-98.5% | $13,210-98.1% | $11,403-97.9% |