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 | $26,826 | $148,534-81.9% | $135,903-80.3% | $139,434-80.8% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 26.94% | 79.19%-52.3pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,480 | $5,243-71.8% | $4,856-69.5% | $4,751-68.8% |
| Participant deferral / active EE | $7,245 | $8,100-10.6% | $7,758-6.6% | $6,710+8.0% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |