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 9-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 | $56,659 | $162,781-65.2% | $133,956-57.7% | $158,922-64.3% |
| Participation rate | 65.0% | 83.2%-18.2pp | 79.8%-14.8pp | 82.0%-17.0pp |
| Annual return | 18.42% | 41.94%-23.5pp | 45.09%-26.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,736 | $4,975-45.0% | $3,919-30.2% | $4,761-42.5% |
| Participant deferral / active EE | $5,947 | $5,911+0.6% | $5,048+17.8% | $5,982-0.6% |
| Admin fee / account holder | $46 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |