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 | $23,317 | $96,635-75.9% | $86,612-73.1% | $139,434-83.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 24.51% | 106.41%-81.9pp | 591.07%-566.6pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,532 | $3,263-22.4% | $3,022-16.2% | $4,751-46.7% |
| Participant deferral / active EE | $5,537 | $4,836+14.5% | $4,438+24.8% | $6,710-17.5% |
| Admin fee / account holder | $163 | $6,408-97.5% | $5,614-97.1% | $11,403-98.6% |