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 | $23,228 | $159,901-85.5% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 17.63% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,984 | $5,286-62.5% | $4,933-59.8% | $4,660-57.4% |
| Participant deferral / active EE | $3,157 | $8,428-62.5% | $8,070-60.9% | $6,688-52.8% |
| Admin fee / account holder | $143 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |