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 9-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 | $23,772 | $183,519-87.0% | $155,509-84.7% | $145,922-83.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.80% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,796 | $5,313-47.4% | $4,672-40.2% | $4,660-40.0% |
| Participant deferral / active EE | $4,534 | $6,462-29.8% | $5,626-19.4% | $6,688-32.2% |
| Admin fee / account holder | $178 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |