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 9-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 | $22,621 | $49,922-54.7% | $80,569-71.9% | $75,163-69.9% |
| Participation rate | 61.9% | 55.3%+6.6pp | 67.0%-5.1pp | 67.2%-5.3pp |
| Annual return | 18.46% | 34.69%-16.2pp | 935.43%-917.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,363 | $1,698-19.7% | $2,723-50.0% | $2,670-48.9% |
| Participant deferral / active EE | $2,302 | $2,990-23.0% | $4,447-48.2% | $4,125-44.2% |
| Admin fee / account holder | $269 | $3,577-92.5% | $5,377-95.0% | $5,651-95.2% |