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 9-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 | $19,589 | $102,616-80.9% | $81,983-76.1% | $158,922-87.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 21.42% | 61.04%-39.6pp | 41.31%-19.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,189 | $3,240-63.3% | $2,498-52.4% | $4,761-75.0% |
| Participant deferral / active EE | $2,258 | $4,648-51.4% | $3,722-39.3% | $5,982-62.2% |
| Admin fee / account holder | $2 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |