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 | $20,384 | $159,901-87.3% | $146,958-86.1% | $145,922-86.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 16.64% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,047 | $5,286-61.3% | $4,933-58.5% | $4,660-56.1% |
| Participant deferral / active EE | $3,062 | $8,428-63.7% | $8,070-62.1% | $6,688-54.2% |
| Admin fee / account holder | $295 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |