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 | $12,340 | $49,922-75.3% | $80,569-84.7% | $75,163-83.6% |
| Participation rate | 26.9% | 55.3%-28.4pp | 67.0%-40.1pp | 67.2%-40.3pp |
| Annual return | 51.19% | 34.69%+16.5pp | 935.43%-884.2pp | 160.62%-109.4pp |
| Employer contribution / active EE | $667 | $1,698-60.7% | $2,723-75.5% | $2,670-75.0% |
| Participant deferral / active EE | $2,443 | $2,990-18.3% | $4,447-45.1% | $4,125-40.8% |
| Admin fee / account holder | $104 | $3,577-97.1% | $5,377-98.1% | $5,651-98.2% |