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 | $32,275 | $61,605-47.6% | $112,229-71.2% | $75,163-57.1% |
| Participation rate | 42.3% | 61.7%-19.4pp | 72.4%-30.1pp | 67.2%-24.9pp |
| Annual return | 29.26% | 28.47%+0.8pp | 30.20%-0.9pp | 160.62%-131.4pp |
| Employer contribution / active EE | $853 | $2,015-57.7% | $3,430-75.1% | $2,670-68.0% |
| Participant deferral / active EE | $7,334 | $3,108+136.0% | $4,798+52.9% | $4,125+77.8% |
| Admin fee / account holder | $100 | $4,862-97.9% | $7,748-98.7% | $5,651-98.2% |