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 6-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 | $14,974 | $93,024-83.9% | $77,024-80.6% | $134,475-88.9% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | 72.94% | 62.60%+10.3pp | 42.32%+30.6pp | 417.96%-345.0pp |
| Employer contribution / active EE | $1,278 | $3,418-62.6% | $2,812-54.5% | $4,740-73.0% |
| Participant deferral / active EE | $3,601 | $5,238-31.3% | $4,426-18.7% | $6,400-43.7% |
| Admin fee / account holder | $85 | $6,944-98.8% | $5,425-98.4% | $11,426-99.3% |