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 | $18,871 | $99,877-81.1% | $84,966-77.8% | $145,922-87.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 16.55% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,747 | $3,231-15.0% | $2,727+0.7% | $4,660-41.0% |
| Participant deferral / active EE | $4,335 | $5,291-18.1% | $4,519-4.1% | $6,688-35.2% |
| Admin fee / account holder | $124 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |