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 | $14,296 | $74,888-80.9% | $71,209-79.9% | $142,382-90.0% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.8%-14.7pp | 80.1%-21.0pp |
| Annual return | 20.16% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,236 | $2,854-56.7% | $2,721-54.6% | $4,299-71.3% |
| Participant deferral / active EE | $1,176 | $4,454-73.6% | $4,175-71.8% | $6,507-81.9% |
| Admin fee / account holder | $134 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |