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 | $22,689 | $96,635-76.5% | $86,612-73.8% | $139,434-83.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.37% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,046 | $3,263-37.3% | $3,022-32.3% | $4,751-56.9% |
| Participant deferral / active EE | $2,080 | $4,836-57.0% | $4,438-53.1% | $6,710-69.0% |
| Admin fee / account holder | $107 | $6,408-98.3% | $5,614-98.1% | $11,403-99.1% |