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 | $10,526 | $46,553-77.4% | $64,056-83.6% | $75,163-86.0% |
| Participation rate | 30.3% | 65.9%-35.7pp | 72.3%-42.0pp | 67.2%-36.9pp |
| Annual return | 40.07% | 26.03%+14.0pp | 33.69%+6.4pp | 160.62%-120.6pp |
| Employer contribution / active EE | $562 | $1,974-71.5% | $2,747-79.5% | $2,670-78.9% |
| Participant deferral / active EE | $924 | $2,837-67.4% | $3,880-76.2% | $4,125-77.6% |
| Admin fee / account holder | $34 | $2,952-98.9% | $3,068-98.9% | $5,651-99.4% |