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 4-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 | $26,121 | $100,773-74.1% | $88,946-70.6% | $142,382-81.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 22.88% | 70.18%-47.3pp | 57.82%-34.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,370 | $2,918-53.0% | $2,555-46.4% | $4,299-68.1% |
| Participant deferral / active EE | $1,783 | $5,230-65.9% | $4,581-61.1% | $6,507-72.6% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |