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 4-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 | $32,935 | $159,901-79.4% | $146,958-77.6% | $145,922-77.4% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 14.19% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,537 | $5,286-70.9% | $4,933-68.8% | $4,660-67.0% |
| Participant deferral / active EE | $3,289 | $8,428-61.0% | $8,070-59.2% | $6,688-50.8% |
| Admin fee / account holder | $233 | $15,044-98.4% | $12,998-98.2% | $13,397-98.3% |