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 9-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 | $21,604 | $52,953-59.2% | $172,739-87.5% | $65,185-66.9% |
| Participation rate | 55.2% | 66.2%-11.0pp | 82.6%-27.4pp | 70.2%-15.0pp |
| Annual return | 64.34% | 30.12%+34.2pp | 802.84%-738.5pp | 29.38%+35.0pp |
| Employer contribution / active EE | $1,421 | $2,190-35.1% | $5,143-72.4% | $2,177-34.7% |
| Participant deferral / active EE | $2,572 | $2,471+4.1% | $5,198-50.5% | $3,514-26.8% |
| Admin fee / account holder | $273 | $472-42.1% | $13,954-98.0% | $847-67.8% |