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 | $36,665 | $117,983-68.9% | $101,794-64.0% | $142,382-74.2% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.2%-16.2pp | 80.1%-27.2pp |
| Annual return | 51.22% | 36.92%+14.3pp | 30.53%+20.7pp | 217.08%-165.9pp |
| Employer contribution / active EE | $1,481 | $2,773-46.6% | $2,289-35.3% | $4,299-65.5% |
| Participant deferral / active EE | $4,192 | $4,714-11.1% | $4,084+2.6% | $6,507-35.6% |
| Admin fee / account holder | $19 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |