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 3-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 | $24,085 | $99,918-75.9% | $81,382-70.4% | $145,922-83.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 33.64% | 34.32%-0.7pp | 24.73%+8.9pp | 561.29%-527.6pp |
| Employer contribution / active EE | $459 | $2,978-84.6% | $2,463-81.4% | $4,660-90.2% |
| Participant deferral / active EE | $3,203 | $4,605-30.5% | $3,883-17.5% | $6,688-52.1% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |