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 | $46,485 | $183,519-74.7% | $155,509-70.1% | $145,922-68.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 102.18% | 61.17%+41.0pp | 64.67%+37.5pp | 561.29%-459.1pp |
| Employer contribution / active EE | $1,561 | $5,313-70.6% | $4,672-66.6% | $4,660-66.5% |
| Participant deferral / active EE | $2,498 | $6,462-61.3% | $5,626-55.6% | $6,688-62.6% |
| Admin fee / account holder | $23 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |