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 | $20,879 | $148,534-85.9% | $135,903-84.6% | $139,434-85.0% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 44.77% | 79.19%-34.4pp | 68.23%-23.5pp | 372.94%-328.2pp |
| Employer contribution / active EE | $2,411 | $5,243-54.0% | $4,856-50.4% | $4,751-49.3% |
| Participant deferral / active EE | $4,500 | $8,100-44.4% | $7,758-42.0% | $6,710-32.9% |
| Admin fee / account holder | $233 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |