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 8-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 | $25,138 | $84,696-70.3% | $75,696-66.8% | $167,490-85.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 13.43% | 199.36%-185.9pp | 104.53%-91.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,299 | $3,230-59.8% | $2,743-52.6% | $4,837-73.1% |
| Participant deferral / active EE | $2,599 | $4,580-43.3% | $3,821-32.0% | $6,341-59.0% |
| Admin fee / account holder | $152 | $5,355-97.2% | $3,619-95.8% | $12,309-98.8% |