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 | $17,214 | $102,966-83.3% | $90,281-80.9% | $152,861-88.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 37.04% | 95.16%-58.1pp | 78.10%-41.1pp | 345.32%-308.3pp |
| Employer contribution / active EE | $1,939 | $3,139-38.2% | $2,854-32.1% | $4,762-59.3% |
| Participant deferral / active EE | $4,818 | $4,281+12.5% | $3,885+24.0% | $5,850-17.6% |
| Admin fee / account holder | $31 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |