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 | $19,796 | $109,982-82.0% | $97,226-79.6% | $145,922-86.4% |
| Participation rate | 45.8% | 75.9%-30.1pp | 72.7%-26.9pp | 80.3%-34.4pp |
| Annual return | 28.69% | 242.90%-214.2pp | 75.13%-46.4pp | 561.29%-532.6pp |
| Employer contribution / active EE | $3,894 | $3,084+26.3% | $2,729+42.7% | $4,660-16.4% |
| Participant deferral / active EE | $2,877 | $4,676-38.5% | $4,264-32.5% | $6,688-57.0% |
| Admin fee / account holder | $264 | $6,221-95.8% | $5,654-95.3% | $13,397-98.0% |