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 | $19,195 | $183,519-89.5% | $155,509-87.7% | $145,922-86.8% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 19.79% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,135 | $5,313-78.6% | $4,672-75.7% | $4,660-75.6% |
| Participant deferral / active EE | $3,869 | $6,462-40.1% | $5,626-31.2% | $6,688-42.1% |
| Admin fee / account holder | $143 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |