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 4-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 | $27,099 | $175,202-84.5% | $149,673-81.9% | $139,434-80.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.87% | 166.71%-139.8pp | 134.42%-107.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $2,159 | $5,474-60.6% | $4,818-55.2% | $4,751-54.6% |
| Participant deferral / active EE | $5,625 | $6,519-13.7% | $5,680-1.0% | $6,710-16.2% |
| Admin fee / account holder | $78 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |