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 4-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 | $29,813 | $165,984-82.0% | $164,813-81.9% | $145,922-79.6% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.7pp |
| Annual return | 17.19% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,381 | $5,273-73.8% | $4,341-68.2% | $4,660-70.4% |
| Participant deferral / active EE | $4,121 | $6,959-40.8% | $6,031-31.7% | $6,688-38.4% |
| Admin fee / account holder | $272 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |