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 | $53,752 | $70,606-23.9% | $53,898-0.3% | $142,382-62.2% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 21.99% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,327 | $1,202+10.4% | $932+42.4% | $4,299-69.1% |
| Participant deferral / active EE | $3,114 | $2,364+31.7% | $1,826+70.5% | $6,507-52.2% |
| Admin fee / account holder | $132 | $2,852-95.4% | $2,491-94.7% | $12,624-99.0% |