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 5-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 | $23,172 | $65,561-64.7% | $86,188-73.1% | $75,163-69.2% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.3pp | 67.2%-30.5pp |
| Annual return | 21.20% | 46.05%-24.9pp | 1168.45%-1147.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $839 | $1,553-46.0% | $2,380-64.7% | $2,670-68.6% |
| Participant deferral / active EE | $2,694 | $3,024-10.9% | $3,985-32.4% | $4,125-34.7% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |