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 | $26,288 | $99,877-73.7% | $84,966-69.1% | $145,922-82.0% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 17.40% | 83.76%-66.4pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $502 | $3,231-84.5% | $2,727-81.6% | $4,660-89.2% |
| Participant deferral / active EE | $2,115 | $5,291-60.0% | $4,519-53.2% | $6,688-68.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |