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 | $21,363 | $111,724-80.9% | $93,606-77.2% | $145,922-85.4% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-26.9pp |
| Annual return | 90.27% | 202.98%-112.7pp | 133.20%-42.9pp | 561.29%-471.0pp |
| Employer contribution / active EE | $2,223 | $3,090-28.0% | $2,420-8.1% | $4,660-52.3% |
| Participant deferral / active EE | $5,348 | $4,912+8.9% | $4,411+21.2% | $6,688-20.0% |
| Admin fee / account holder | $224 | $10,250-97.8% | $8,285-97.3% | $13,397-98.3% |