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 | $22,820 | $157,256-85.5% | $141,162-83.8% | $152,861-85.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 138.62% | 64.32%+74.3pp | 71.39%+67.2pp | 345.32%-206.7pp |
| Employer contribution / active EE | $1,431 | $5,261-72.8% | $4,735-69.8% | $4,762-70.0% |
| Participant deferral / active EE | $6,783 | $7,109-4.6% | $6,709+1.1% | $5,850+16.0% |
| Admin fee / account holder | $142 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |