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 | $19,472 | $183,519-89.4% | $155,509-87.5% | $145,922-86.7% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 26.75% | 61.17%-34.4pp | 64.67%-37.9pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,489 | $5,313-72.0% | $4,672-68.1% | $4,660-68.0% |
| Participant deferral / active EE | $3,154 | $6,462-51.2% | $5,626-43.9% | $6,688-52.8% |
| Admin fee / account holder | $227 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |