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 | $18,629 | $54,705-65.9% | $71,209-73.8% | $84,808-78.0% |
| Participation rate | 38.5% | 64.1%-25.6pp | 73.8%-35.3pp | 68.3%-29.8pp |
| Annual return | 15.23% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,062 | $2,158-50.8% | $2,721-61.0% | $2,631-59.6% |
| Participant deferral / active EE | $1,173 | $3,030-61.3% | $4,175-71.9% | $4,212-72.1% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |