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 | $32,645 | $111,754-70.8% | $103,333-68.4% | $145,922-77.6% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 65.84% | 24.77%+41.1pp | 24.88%+41.0pp | 561.29%-495.4pp |
| Employer contribution / active EE | $2,581 | $4,212-38.7% | $3,868-33.3% | $4,660-44.6% |
| Participant deferral / active EE | $4,452 | $5,619-20.8% | $5,057-12.0% | $6,688-33.4% |
| Admin fee / account holder | $237 | $9,750-97.6% | $8,355-97.2% | $13,397-98.2% |