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 | $22,224 | $183,519-87.9% | $155,509-85.7% | $145,922-84.8% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.4pp | 80.3%-36.5pp |
| Annual return | 127.24% | 61.17%+66.1pp | 64.67%+62.6pp | 561.29%-434.0pp |
| Employer contribution / active EE | $1,777 | $5,313-66.6% | $4,672-62.0% | $4,660-61.9% |
| Participant deferral / active EE | $3,075 | $6,462-52.4% | $5,626-45.3% | $6,688-54.0% |
| Admin fee / account holder | $100 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |