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 | $15,839 | $49,173-67.8% | $121,098-86.9% | $75,163-78.9% |
| Participation rate | 42.4% | 55.4%-13.0pp | 69.5%-27.1pp | 67.2%-24.8pp |
| Annual return | 26.27% | 55.99%-29.7pp | 985.75%-959.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,277 | $1,546-17.3% | $4,164-69.3% | $2,670-52.2% |
| Participant deferral / active EE | $2,412 | $2,628-8.2% | $4,080-40.9% | $4,125-41.5% |
| Admin fee / account holder | $207 | $3,942-94.7% | $5,644-96.3% | $5,651-96.3% |