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 | $26,441 | $158,398-83.3% | $126,539-79.1% | $142,382-81.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 24.17% | 593.76%-569.6pp | 425.95%-401.8pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,382 | $4,650-70.3% | $3,674-62.4% | $4,299-67.9% |
| Participant deferral / active EE | $3,544 | $4,767-25.6% | $4,083-13.2% | $6,507-45.5% |
| Admin fee / account holder | $57 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |