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 | $20,954 | $175,202-88.0% | $149,673-86.0% | $139,434-85.0% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 95.36% | 166.71%-71.4pp | 134.42%-39.1pp | 372.94%-277.6pp |
| Employer contribution / active EE | $1,252 | $5,474-77.1% | $4,818-74.0% | $4,751-73.6% |
| Participant deferral / active EE | $6,798 | $6,519+4.3% | $5,680+19.7% | $6,710+1.3% |
| Admin fee / account holder | $68 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |