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 | $50,707 | $115,770-56.2% | $101,248-49.9% | $158,922-68.1% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.8%-14.7pp | 82.0%-20.8pp |
| Annual return | 65.31% | 56.14%+9.2pp | 46.47%+18.8pp | 302.83%-237.5pp |
| Employer contribution / active EE | $2,533 | $4,175-39.3% | $3,660-30.8% | $4,761-46.8% |
| Participant deferral / active EE | $4,673 | $4,957-5.7% | $4,370+6.9% | $5,982-21.9% |
| Admin fee / account holder | $17 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |