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 | $25,457 | $105,126-75.8% | $94,646-73.1% | $139,434-81.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 23.80% | 38.03%-14.2pp | 156.71%-132.9pp | 372.94%-349.1pp |
| Employer contribution / active EE | $9,632 | $4,106+134.6% | $3,672+162.3% | $4,751+102.7% |
| Participant deferral / active EE | $6,378 | $7,599-16.1% | $7,418-14.0% | $6,710-4.9% |
| Admin fee / account holder | $42 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |