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 | $15,220 | $81,632-81.4% | $70,449-78.4% | $158,922-90.4% |
| Participation rate | 68.8% | 77.7%-9.0pp | 75.1%-6.3pp | 82.0%-13.2pp |
| Annual return | 65.48% | 208.40%-142.9pp | 109.03%-43.5pp | 302.83%-237.3pp |
| Employer contribution / active EE | $2,652 | $3,217-17.6% | $2,737-3.1% | $4,761-44.3% |
| Participant deferral / active EE | $3,615 | $4,554-20.6% | $3,709-2.5% | $5,982-39.6% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |