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 | $17,152 | $169,032-89.9% | $129,207-86.7% | $145,922-88.2% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 19.54% | 14330.11%-14310.6pp | 9417.33%-9397.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,862 | $5,537-48.3% | $4,153-31.1% | $4,660-38.6% |
| Participant deferral / active EE | $4,395 | $4,987-11.9% | $4,168+5.4% | $6,688-34.3% |
| Admin fee / account holder | $17 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |