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 | $30,509 | $114,381-73.3% | $107,525-71.6% | $142,382-78.6% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.1%-53.6pp | 80.1%-58.7pp |
| Annual return | 25.67% | 242.71%-217.0pp | 181.32%-155.6pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,480 | $4,015-63.1% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $3,108 | $5,564-44.1% | $5,116-39.2% | $6,507-52.2% |
| Admin fee / account holder | $159 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |