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 3-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 | $12,955 | $114,381-88.7% | $107,525-88.0% | $142,382-90.9% |
| Participation rate | 68.2% | 78.1%-10.0pp | 75.1%-6.9pp | 80.1%-11.9pp |
| Annual return | 71.47% | 242.71%-171.2pp | 181.32%-109.8pp | 217.08%-145.6pp |
| Employer contribution / active EE | $2,370 | $4,015-41.0% | $3,754-36.9% | $4,299-44.9% |
| Participant deferral / active EE | $4,911 | $5,564-11.7% | $5,116-4.0% | $6,507-24.5% |
| Admin fee / account holder | $145 | $9,860-98.5% | $8,919-98.4% | $12,624-98.8% |