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 | $22,607 | $148,534-84.8% | $135,903-83.4% | $139,434-83.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 48.67% | 79.19%-30.5pp | 68.23%-19.6pp | 372.94%-324.3pp |
| Employer contribution / active EE | $2,097 | $5,243-60.0% | $4,856-56.8% | $4,751-55.9% |
| Participant deferral / active EE | $8,417 | $8,100+3.9% | $7,758+8.5% | $6,710+25.4% |
| Admin fee / account holder | $157 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |