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 | $5,749 | $85,022-93.2% | $70,515-91.8% | $139,434-95.9% |
| Participation rate | 58.8% | 73.9%-15.1pp | 68.3%-9.5pp | 80.3%-21.5pp |
| Annual return | 164.22% | 30.38%+133.8pp | 32.77%+131.4pp | 372.94%-208.7pp |
| Employer contribution / active EE | $1,100 | $3,909-71.8% | $2,973-63.0% | $4,751-76.8% |
| Participant deferral / active EE | $2,115 | $5,890-64.1% | $4,567-53.7% | $6,710-68.5% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |