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 6-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 | $12,457 | $102,966-87.9% | $90,281-86.2% | $152,861-91.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 35.87% | 95.16%-59.3pp | 78.10%-42.2pp | 345.32%-309.4pp |
| Employer contribution / active EE | $1,719 | $3,139-45.2% | $2,854-39.8% | $4,762-63.9% |
| Participant deferral / active EE | $3,234 | $4,281-24.5% | $3,885-16.8% | $5,850-44.7% |
| Admin fee / account holder | $75 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |