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 | $20,339 | $99,877-79.6% | $84,966-76.1% | $145,922-86.1% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 11.60% | 83.76%-72.2pp | 66.38%-54.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $779 | $3,231-75.9% | $2,727-71.4% | $4,660-83.3% |
| Participant deferral / active EE | $2,013 | $5,291-61.9% | $4,519-55.4% | $6,688-69.9% |
| Admin fee / account holder | $278 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |