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 | $79,962 | $83,902-4.7% | $167,512-52.3% | $84,808-5.7% |
| Participation rate | 34.1% | 66.5%-32.4pp | 77.1%-43.0pp | 68.3%-34.2pp |
| Annual return | 17.32% | 91.55%-74.2pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,158 | $2,264-48.8% | $3,882-70.2% | $2,631-56.0% |
| Participant deferral / active EE | $2,341 | $4,442-47.3% | $6,405-63.4% | $4,212-44.4% |
| Admin fee / account holder | $63 | $7,915-99.2% | $9,769-99.4% | $7,344-99.1% |