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 6-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 | $21,692 | $110,502-80.4% | $80,716-73.1% | $167,490-87.0% |
| Participation rate | 38.5% | 64.0%-25.5pp | 54.2%-15.7pp | 82.1%-43.6pp |
| Annual return | 16.69% | 120.54%-103.8pp | 87.28%-70.6pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,301 | $1,543-15.7% | $1,160+12.1% | $4,837-73.1% |
| Participant deferral / active EE | $5,194 | $2,871+80.9% | $2,146+142.1% | $6,341-18.1% |
| Admin fee / account holder | $74 | $4,545-98.4% | $3,380-97.8% | $12,309-99.4% |