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 4-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 | $34,609 | $176,812-80.4% | $146,665-76.4% | $167,490-79.3% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 16.79% | 24.03%-7.2pp | 22.74%-6.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,311 | $5,160-55.2% | $4,136-44.1% | $4,837-52.2% |
| Participant deferral / active EE | $3,355 | $6,440-47.9% | $5,506-39.1% | $6,341-47.1% |
| Admin fee / account holder | $20 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |