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 8-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 | $17,134 | $115,770-85.2% | $101,248-83.1% | $158,922-89.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 36.73% | 56.14%-19.4pp | 46.47%-9.7pp | 302.83%-266.1pp |
| Employer contribution / active EE | $1,249 | $4,175-70.1% | $3,660-65.9% | $4,761-73.8% |
| Participant deferral / active EE | $2,947 | $4,957-40.6% | $4,370-32.6% | $5,982-50.7% |
| Admin fee / account holder | $102 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |