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 7-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 | $20,948 | $124,281-83.1% | $109,143-80.8% | $167,490-87.5% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 16.88% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,916 | $4,207-54.5% | $3,722-48.5% | $4,837-60.4% |
| Participant deferral / active EE | $4,233 | $5,255-19.5% | $4,653-9.0% | $6,341-33.3% |
| Admin fee / account holder | $93 | $7,970-98.8% | $6,752-98.6% | $12,309-99.2% |