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 | $26,573 | $183,519-85.5% | $155,509-82.9% | $145,922-81.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 23.06% | 61.17%-38.1pp | 64.67%-41.6pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,151 | $5,313-59.5% | $4,672-54.0% | $4,660-53.8% |
| Participant deferral / active EE | $4,472 | $6,462-30.8% | $5,626-20.5% | $6,688-33.1% |
| Admin fee / account holder | $71 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |