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 | $19,132 | $61,774-69.0% | $97,226-80.3% | $80,856-76.3% |
| Participation rate | 58.3% | 63.5%-5.2pp | 72.7%-14.4pp | 67.6%-9.3pp |
| Annual return | 12.05% | -557.90%+570.0pp | 75.13%-63.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,083 | $1,837-41.0% | $2,729-60.3% | $2,755-60.7% |
| Participant deferral / active EE | $2,665 | $3,029-12.0% | $4,264-37.5% | $4,296-38.0% |
| Admin fee / account holder | $148 | $5,166-97.1% | $5,654-97.4% | $6,918-97.9% |