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 6-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 | $12,668 | $27,915-54.6% | $58,482-78.3% | $75,163-83.1% |
| Participation rate | 65.5% | 38.8%+26.7pp | 50.9%+14.7pp | 67.2%-1.7pp |
| Annual return | 25.58% | 44.20%-18.6pp | 4239.32%-4213.7pp | 160.62%-135.0pp |
| Employer contribution / active EE | $3,393 | $669+407.2% | $1,053+222.2% | $2,670+27.1% |
| Participant deferral / active EE | $2,129 | $1,201+77.2% | $1,924+10.6% | $4,125-48.4% |
| Admin fee / account holder | $277 | $1,726-83.9% | $2,516-89.0% | $5,651-95.1% |