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 | $15,306 | $111,724-86.3% | $93,606-83.6% | $145,922-89.5% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 34.77% | 202.98%-168.2pp | 133.20%-98.4pp | 561.29%-526.5pp |
| Employer contribution / active EE | $1,325 | $3,090-57.1% | $2,420-45.2% | $4,660-71.6% |
| Participant deferral / active EE | $3,384 | $4,912-31.1% | $4,411-23.3% | $6,688-49.4% |
| Admin fee / account holder | $17 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |