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 | $29,316 | $70,475-58.4% | $100,516-70.8% | $79,858-63.3% |
| Participation rate | 51.1% | 73.7%-22.6pp | 79.4%-28.3pp | 69.6%-18.6pp |
| Annual return | 39.16% | 21.90%+17.3pp | 30.89%+8.3pp | 31.71%+7.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,203 | $5,181+0.4% | $6,270-17.0% | $3,740+39.1% |
| Admin fee / account holder | $225 | $4,478-95.0% | $8,081-97.2% | $5,306-95.8% |