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 | $14,743 | $102,966-85.7% | $90,281-83.7% | $152,861-90.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 30.93% | 95.16%-64.2pp | 78.10%-47.2pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,453 | $3,139-53.7% | $2,854-49.1% | $4,762-69.5% |
| Participant deferral / active EE | $3,865 | $4,281-9.7% | $3,885-0.5% | $5,850-33.9% |
| Admin fee / account holder | $189 | $6,171-96.9% | $5,351-96.5% | $11,596-98.4% |