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 | $19,372 | $117,841-83.6% | $102,423-81.1% | $145,922-86.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 23.78% | 31.65%-7.9pp | 29.32%-5.5pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,354 | $3,615-62.6% | $3,023-55.2% | $4,660-70.9% |
| Participant deferral / active EE | $3,340 | $5,731-41.7% | $5,053-33.9% | $6,688-50.1% |
| Admin fee / account holder | $25 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |