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 | $27,699 | $90,348-69.3% | $75,972-63.5% | $145,922-81.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 134.54% | 620.88%-486.3pp | 359.55%-225.0pp | 561.29%-426.7pp |
| Employer contribution / active EE | $2,087 | $3,311-37.0% | $2,685-22.3% | $4,660-55.2% |
| Participant deferral / active EE | $2,818 | $5,162-45.4% | $4,255-33.8% | $6,688-57.9% |
| Admin fee / account holder | $32 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |