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 6-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 | $23,224 | $52,279-55.6% | $89,391-74.0% | $79,858-70.9% |
| Participation rate | 40.0% | 57.5%-17.5pp | 68.0%-28.0pp | 69.6%-29.6pp |
| Annual return | 29.49% | 22.16%+7.3pp | 245.62%-216.1pp | 31.71%-2.2pp |
| Employer contribution / active EE | $1,126 | $1,572-28.4% | $2,586-56.5% | $2,471-54.4% |
| Participant deferral / active EE | $3,220 | $2,740+17.5% | $3,890-17.2% | $3,740-13.9% |
| Admin fee / account holder | $248 | $3,356-92.6% | $4,881-94.9% | $5,306-95.3% |