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 | $31,269 | $111,754-72.0% | $103,333-69.7% | $145,922-78.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.23% | 24.77%-10.5pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,053 | $4,212-75.0% | $3,868-72.8% | $4,660-77.4% |
| Participant deferral / active EE | $4,985 | $5,619-11.3% | $5,057-1.4% | $6,688-25.5% |
| Admin fee / account holder | $119 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |