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 6-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 | $15,141 | $104,664-85.5% | $85,682-82.3% | $167,490-91.0% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 330.69% | 21.45%+309.2pp | 21.49%+309.2pp | 478.56%-147.9pp |
| Employer contribution / active EE | $1,693 | $3,337-49.3% | $2,618-35.4% | $4,837-65.0% |
| Participant deferral / active EE | $3,306 | $4,824-31.5% | $3,923-15.7% | $6,341-47.9% |
| Admin fee / account holder | $176 | $10,032-98.2% | $6,873-97.4% | $12,309-98.6% |