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 | $35,651 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.17% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,755 | $5,313-67.0% | $4,672-62.4% | $4,660-62.3% |
| Participant deferral / active EE | $8,211 | $6,462+27.1% | $5,626+45.9% | $6,688+22.8% |
| Admin fee / account holder | $220 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |