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 3-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 | $20,592 | $148,534-86.1% | $135,903-84.8% | $139,434-85.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 37.44% | 79.19%-41.8pp | 68.23%-30.8pp | 372.94%-335.5pp |
| Employer contribution / active EE | $1,433 | $5,243-72.7% | $4,856-70.5% | $4,751-69.8% |
| Participant deferral / active EE | $5,927 | $8,100-26.8% | $7,758-23.6% | $6,710-11.7% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.9% |