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 | $21,100 | $96,635-78.2% | $86,612-75.6% | $139,434-84.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.91% | 106.41%-82.5pp | 591.07%-567.2pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,993 | $3,263-38.9% | $3,022-34.1% | $4,751-58.0% |
| Participant deferral / active EE | $2,168 | $4,836-55.2% | $4,438-51.1% | $6,710-67.7% |
| Admin fee / account holder | $176 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |