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 | $31,675 | $159,901-80.2% | $146,958-78.4% | $145,922-78.3% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 17.82% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,939 | $5,286-63.3% | $4,933-60.7% | $4,660-58.4% |
| Participant deferral / active EE | $6,455 | $8,428-23.4% | $8,070-20.0% | $6,688-3.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |