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 6-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 | $20,111 | $62,573-67.9% | $85,682-76.5% | $85,850-76.6% |
| Participation rate | 31.0% | 61.1%-30.2pp | 69.9%-38.9pp | 69.3%-38.4pp |
| Annual return | 33.01% | 23.77%+9.2pp | 21.49%+11.5pp | 318.53%-285.5pp |
| Employer contribution / active EE | $1,668 | $1,757-5.0% | $2,618-36.3% | $2,565-35.0% |
| Participant deferral / active EE | $3,208 | $2,802+14.5% | $3,923-18.2% | $3,952-18.8% |
| Admin fee / account holder | $198 | $4,640-95.7% | $6,873-97.1% | $6,260-96.8% |