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 4-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 | $20,800 | $183,519-88.7% | $155,509-86.6% | $145,922-85.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.94% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,529 | $5,313-71.2% | $4,672-67.3% | $4,660-67.2% |
| Participant deferral / active EE | $5,878 | $6,462-9.0% | $5,626+4.5% | $6,688-12.1% |
| Admin fee / account holder | $103 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |