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 4-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 | $34,719 | $175,202-80.2% | $149,673-76.8% | $139,434-75.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 21.63% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,033 | $5,474-44.6% | $4,818-37.0% | $4,751-36.2% |
| Participant deferral / active EE | $10,822 | $6,519+66.0% | $5,680+90.5% | $6,710+61.3% |
| Admin fee / account holder | $43 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |