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 7-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 | $16,342 | $109,327-85.1% | $89,391-81.7% | $158,922-89.7% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 45.63% | 345.68%-300.0pp | 245.62%-200.0pp | 302.83%-257.2pp |
| Employer contribution / active EE | $2,303 | $3,170-27.3% | $2,586-10.9% | $4,761-51.6% |
| Participant deferral / active EE | $4,606 | $4,598+0.2% | $3,890+18.4% | $5,982-23.0% |
| Admin fee / account holder | $10 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |