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 | $8,987 | $58,208-84.6% | $81,812-89.0% | $80,856-88.9% |
| Participation rate | 42.9% | 63.4%-20.6pp | 72.3%-29.5pp | 67.6%-24.8pp |
| Annual return | 66.17% | 41.66%+24.5pp | 773.79%-707.6pp | 35.59%+30.6pp |
| Employer contribution / active EE | $1,644 | $2,340-29.7% | $2,912-43.5% | $2,755-40.3% |
| Participant deferral / active EE | $2,099 | $3,281-36.0% | $4,319-51.4% | $4,296-51.1% |
| Admin fee / account holder | $50 | $4,981-99.0% | $7,386-99.3% | $6,918-99.3% |