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 8-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 | $31,973 | $157,256-79.7% | $141,162-77.3% | $152,861-79.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 35.78% | 64.32%-28.5pp | 71.39%-35.6pp | 345.32%-309.5pp |
| Employer contribution / active EE | $1,326 | $5,261-74.8% | $4,735-72.0% | $4,762-72.1% |
| Participant deferral / active EE | $3,221 | $7,109-54.7% | $6,709-52.0% | $5,850-44.9% |
| Admin fee / account holder | $197 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |