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 9-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 | $21,908 | $107,934-79.7% | $91,989-76.2% | $152,861-85.7% |
| Participation rate | 53.3% | 81.2%-27.8pp | 78.6%-25.3pp | 82.4%-29.1pp |
| Annual return | 21.56% | 89.24%-67.7pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,477 | $6,364-45.4% | $5,923-41.3% | $5,850-40.6% |
| Admin fee / account holder | $79 | $10,520-99.2% | $7,743-99.0% | $11,596-99.3% |