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 | $18,030 | $108,919-83.4% | $100,391-82.0% | $145,922-87.6% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 12.44% | 57.88%-45.4pp | 49.20%-36.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,279 | $4,419-3.2% | $3,942+8.6% | $4,660-8.2% |
| Participant deferral / active EE | $10,362 | $8,445+22.7% | $8,082+28.2% | $6,688+54.9% |
| Admin fee / account holder | $274 | $9,689-97.2% | $7,899-96.5% | $13,397-98.0% |