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 | $19,599 | $169,032-88.4% | $129,207-84.8% | $145,922-86.6% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 33.60% | 14330.11%-14296.5pp | 9417.33%-9383.7pp | 561.29%-527.7pp |
| Employer contribution / active EE | $1,952 | $5,537-64.7% | $4,153-53.0% | $4,660-58.1% |
| Participant deferral / active EE | $8,541 | $4,987+71.3% | $4,168+104.9% | $6,688+27.7% |
| Admin fee / account holder | $37 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |