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 | $38,420 | $114,381-66.4% | $107,525-64.3% | $142,382-73.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 28.20% | 242.71%-214.5pp | 181.32%-153.1pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,224 | $4,015-69.5% | $3,754-67.4% | $4,299-71.5% |
| Participant deferral / active EE | $4,485 | $5,564-19.4% | $5,116-12.3% | $6,507-31.1% |
| Admin fee / account holder | $144 | $9,860-98.5% | $8,919-98.4% | $12,624-98.9% |