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 | $26,685 | $154,117-82.7% | $129,995-79.5% | $139,434-80.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 27.90% | 32.48%-4.6pp | -137.18%+165.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,328 | $5,289-56.0% | $4,320-46.1% | $4,751-51.0% |
| Participant deferral / active EE | $2,886 | $6,710-57.0% | $5,820-50.4% | $6,710-57.0% |
| Admin fee / account holder | $112 | $14,007-99.2% | $10,614-98.9% | $11,403-99.0% |