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 | $28,826 | $111,724-74.2% | $93,606-69.2% | $145,922-80.2% |
| Participation rate | 47.4% | 74.2%-26.8pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 21.86% | 202.98%-181.1pp | 133.20%-111.3pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,244 | $3,090-59.7% | $2,420-48.6% | $4,660-73.3% |
| Participant deferral / active EE | $4,617 | $4,912-6.0% | $4,411+4.7% | $6,688-31.0% |
| Admin fee / account holder | $144 | $10,250-98.6% | $8,285-98.3% | $13,397-98.9% |