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 | $10,414 | $70,756-85.3% | $65,493-84.1% | $142,382-92.7% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.1%-10.9pp |
| Annual return | 25.42% | 1754.89%-1729.5pp | 982.45%-957.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,135 | $2,881-25.9% | $2,574-17.1% | $4,299-50.3% |
| Participant deferral / active EE | $2,309 | $4,637-50.2% | $3,961-41.7% | $6,507-64.5% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |