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 | $21,910 | $27,915-21.5% | $58,482-62.5% | $75,163-70.8% |
| Participation rate | 44.1% | 38.8%+5.3pp | 50.9%-6.7pp | 67.2%-23.1pp |
| Annual return | 23.40% | 44.20%-20.8pp | 4239.32%-4215.9pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,033 | $669+54.4% | $1,053-1.9% | $2,670-61.3% |
| Participant deferral / active EE | $3,769 | $1,201+213.8% | $1,924+95.9% | $4,125-8.6% |
| Admin fee / account holder | $292 | $1,726-83.1% | $2,516-88.4% | $5,651-94.8% |