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 | $26,978 | $102,317-73.6% | $146,958-81.6% | $80,856-66.6% |
| Participation rate | 43.2% | 75.8%-32.7pp | 82.2%-39.0pp | 67.6%-24.5pp |
| Annual return | 17.83% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,860 | $3,713-49.9% | $4,933-62.3% | $2,755-32.5% |
| Participant deferral / active EE | $2,608 | $6,644-60.7% | $8,070-67.7% | $4,296-39.3% |
| Admin fee / account holder | $198 | $7,941-97.5% | $12,998-98.5% | $6,918-97.1% |