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 | $25,453 | $210,648-87.9% | $177,989-85.7% | $145,922-82.6% |
| Participation rate | 68.4% | 80.8%-12.3pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 15.49% | 385.86%-370.4pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,802 | $4,565-16.7% | $3,949-3.7% | $4,660-18.4% |
| Participant deferral / active EE | $5,567 | $6,958-20.0% | $6,276-11.3% | $6,688-16.8% |
| Admin fee / account holder | $29 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |