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 6-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 | $53,087 | $70,606-24.8% | $53,898-1.5% | $142,382-62.7% |
| Participation rate | 41.7% | 63.7%-22.0pp | 55.0%-13.3pp | 80.1%-38.5pp |
| Annual return | 26.57% | 619.81%-593.2pp | 528.60%-502.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,075 | $1,202-10.6% | $932+15.4% | $4,299-75.0% |
| Participant deferral / active EE | $3,103 | $2,364+31.3% | $1,826+69.9% | $6,507-52.3% |
| Admin fee / account holder | $43 | $2,852-98.5% | $2,491-98.3% | $12,624-99.7% |