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 | $21,617 | $148,534-85.4% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.7pp | 80.3%-17.2pp |
| Annual return | 22.37% | 79.19%-56.8pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,599 | $5,243-69.5% | $4,856-67.1% | $4,751-66.3% |
| Participant deferral / active EE | $3,585 | $8,100-55.7% | $7,758-53.8% | $6,710-46.6% |
| Admin fee / account holder | $124 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |