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 | $34,692 | $48,795-28.9% | $65,493-47.0% | $84,808-59.1% |
| Participation rate | 63.4% | 67.0%-3.6pp | 73.1%-9.7pp | 68.3%-4.9pp |
| Annual return | 15.95% | 20.20%-4.3pp | 982.45%-966.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $396 | $1,930-79.5% | $2,574-84.6% | $2,631-85.0% |
| Participant deferral / active EE | $1,701 | $2,928-41.9% | $3,961-57.1% | $4,212-59.6% |
| Admin fee / account holder | $16 | $3,877-99.6% | $5,028-99.7% | $7,344-99.8% |