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 5-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 | $22,608 | $53,822-58.0% | $75,696-70.1% | $85,850-73.7% |
| Participation rate | 59.5% | 69.1%-9.6pp | 74.8%-15.4pp | 69.3%-9.9pp |
| Annual return | 42.69% | 24.54%+18.1pp | 104.53%-61.8pp | 318.53%-275.8pp |
| Employer contribution / active EE | $1,985 | $2,017-1.6% | $2,743-27.6% | $2,565-22.6% |
| Participant deferral / active EE | $4,308 | $2,895+48.8% | $3,821+12.7% | $3,952+9.0% |
| Admin fee / account holder | $25 | $3,343-99.2% | $3,619-99.3% | $6,260-99.6% |