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 5-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 | $23,661 | $138,044-82.9% | $125,339-81.1% | $134,475-82.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.20% | 750.33%-762.5pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,944 | $5,243-24.8% | $4,814-18.1% | $4,740-16.8% |
| Participant deferral / active EE | $8,817 | $7,799+13.1% | $7,446+18.4% | $6,400+37.8% |
| Admin fee / account holder | $31 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |