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 | $14,663 | $99,877-85.3% | $84,966-82.7% | $145,922-90.0% |
| Participation rate | 56.3% | 74.1%-17.8pp | 67.5%-11.3pp | 80.3%-24.0pp |
| Annual return | 41.70% | 83.76%-42.1pp | 66.38%-24.7pp | 561.29%-519.6pp |
| Employer contribution / active EE | $1,223 | $3,231-62.2% | $2,727-55.2% | $4,660-73.8% |
| Participant deferral / active EE | $1,665 | $5,291-68.5% | $4,519-63.2% | $6,688-75.1% |
| Admin fee / account holder | $159 | $7,248-97.8% | $6,149-97.4% | $13,397-98.8% |