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 | $25,345 | $95,561-73.5% | $77,163-67.2% | $139,434-81.8% |
| Participation rate | 68.2% | 73.9%-5.8pp | 69.6%-1.4pp | 80.3%-12.1pp |
| Annual return | 25.74% | 54.92%-29.2pp | 37.87%-12.1pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,696 | $3,147-46.1% | $2,535-33.1% | $4,751-64.3% |
| Participant deferral / active EE | $2,416 | $4,624-47.7% | $3,833-37.0% | $6,710-64.0% |
| Admin fee / account holder | $149 | $8,295-98.2% | $5,472-97.3% | $11,403-98.7% |