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 | $13,776 | $109,982-87.5% | $97,226-85.8% | $145,922-90.6% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.73% | 242.90%-232.2pp | 75.13%-64.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,119 | $3,084-31.3% | $2,729-22.4% | $4,660-54.5% |
| Participant deferral / active EE | $3,505 | $4,676-25.0% | $4,264-17.8% | $6,688-47.6% |
| Admin fee / account holder | $78 | $6,221-98.8% | $5,654-98.6% | $13,397-99.4% |