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 3-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 | $29,475 | $105,126-72.0% | $94,646-68.9% | $139,434-78.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 58.17% | 38.03%+20.1pp | 156.71%-98.5pp | 372.94%-314.8pp |
| Employer contribution / active EE | $4,358 | $4,106+6.1% | $3,672+18.7% | $4,751-8.3% |
| Participant deferral / active EE | $10,626 | $7,599+39.8% | $7,418+43.2% | $6,710+58.4% |
| Admin fee / account holder | $114 | $8,984-98.7% | $7,231-98.4% | $11,403-99.0% |