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 8-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 | $21,833 | $107,334-79.7% | $92,893-76.5% | $152,861-85.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 34.18% | 145.58%-111.4pp | 109.41%-75.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $2,206 | $4,221-47.7% | $3,653-39.6% | $4,762-53.7% |
| Participant deferral / active EE | $6,333 | $4,845+30.7% | $4,236+49.5% | $5,850+8.3% |
| Admin fee / account holder | $153 | $7,079-97.8% | $5,794-97.4% | $11,596-98.7% |