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 | $13,352 | $102,966-87.0% | $90,281-85.2% | $152,861-91.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 75.22% | 95.16%-19.9pp | 78.10%-2.9pp | 345.32%-270.1pp |
| Employer contribution / active EE | $1,149 | $3,139-63.4% | $2,854-59.8% | $4,762-75.9% |
| Participant deferral / active EE | $5,831 | $4,281+36.2% | $3,885+50.1% | $5,850-0.3% |
| Admin fee / account holder | $69 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |