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 | $22,916 | $175,202-86.9% | $149,673-84.7% | $139,434-83.6% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 107.45% | 166.71%-59.3pp | 134.42%-27.0pp | 372.94%-265.5pp |
| Employer contribution / active EE | $1,395 | $5,474-74.5% | $4,818-71.0% | $4,751-70.6% |
| Participant deferral / active EE | $3,972 | $6,519-39.1% | $5,680-30.1% | $6,710-40.8% |
| Admin fee / account holder | $36 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |