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 | $9,316 | $99,877-90.7% | $84,966-89.0% | $145,922-93.6% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 26.69% | 83.76%-57.1pp | 66.38%-39.7pp | 561.29%-534.6pp |
| Employer contribution / active EE | $2,221 | $3,231-31.3% | $2,727-18.6% | $4,660-52.3% |
| Participant deferral / active EE | $2,352 | $5,291-55.5% | $4,519-48.0% | $6,688-64.8% |
| Admin fee / account holder | $22 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |