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 8-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 | $25,247 | $157,256-83.9% | $141,162-82.1% | $152,861-83.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 20.43% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,004 | $5,261-80.9% | $4,735-78.8% | $4,762-78.9% |
| Participant deferral / active EE | $3,841 | $7,109-46.0% | $6,709-42.7% | $5,850-34.3% |
| Admin fee / account holder | $208 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |