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 | $19,602 | $109,327-82.1% | $89,391-78.1% | $158,922-87.7% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.6pp | 82.0%-23.6pp |
| Annual return | 38.82% | 345.68%-306.9pp | 245.62%-206.8pp | 302.83%-264.0pp |
| Employer contribution / active EE | $2,044 | $3,170-35.5% | $2,586-21.0% | $4,761-57.1% |
| Participant deferral / active EE | $5,158 | $4,598+12.2% | $3,890+32.6% | $5,982-13.8% |
| Admin fee / account holder | $3 | $6,153-100.0% | $4,881-99.9% | $11,246-100.0% |