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 | $20,751 | $106,515-80.5% | $96,683-78.5% | $139,434-85.1% |
| Participation rate | 47.1% | 77.8%-30.8pp | 74.3%-27.3pp | 80.3%-33.3pp |
| Annual return | 23.25% | 38.43%-15.2pp | 35.69%-12.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,757 | $4,103-57.2% | $3,737-53.0% | $4,751-63.0% |
| Participant deferral / active EE | $1,573 | $5,454-71.2% | $4,878-67.8% | $6,710-76.6% |
| Admin fee / account holder | $136 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |