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 4-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 | $42,341 | $111,724-62.1% | $93,606-54.8% | $145,922-71.0% |
| Participation rate | 47.4% | 74.2%-26.8pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 25.67% | 202.98%-177.3pp | 133.20%-107.5pp | 561.29%-535.6pp |
| Employer contribution / active EE | $1,335 | $3,090-56.8% | $2,420-44.8% | $4,660-71.4% |
| Participant deferral / active EE | $3,423 | $4,912-30.3% | $4,411-22.4% | $6,688-48.8% |
| Admin fee / account holder | $290 | $10,250-97.2% | $8,285-96.5% | $13,397-97.8% |