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 | $17,940 | $117,983-84.8% | $101,794-82.4% | $142,382-87.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 19.18% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,226 | $2,773-55.8% | $2,289-46.5% | $4,299-71.5% |
| Participant deferral / active EE | $1,604 | $4,714-66.0% | $4,084-60.7% | $6,507-75.4% |
| Admin fee / account holder | $124 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |