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 | $22,505 | $96,305-76.6% | $80,569-72.1% | $139,434-83.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 38.80% | 1350.08%-1311.3pp | 935.43%-896.6pp | 372.94%-334.1pp |
| Employer contribution / active EE | $2,760 | $3,262-15.4% | $2,723+1.3% | $4,751-41.9% |
| Participant deferral / active EE | $7,495 | $5,232+43.3% | $4,447+68.5% | $6,710+11.7% |
| Admin fee / account holder | $19 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |