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 | $27,839 | $70,606-60.6% | $53,898-48.3% | $142,382-80.4% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 19.27% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,333 | $1,202+10.9% | $932+43.1% | $4,299-69.0% |
| Participant deferral / active EE | $1,667 | $2,364-29.5% | $1,826-8.7% | $6,507-74.4% |
| Admin fee / account holder | $126 | $2,852-95.6% | $2,491-94.9% | $12,624-99.0% |