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 | $34,024 | $76,738-55.7% | $56,411-39.7% | $145,922-76.7% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 18.08% | 2994.23%-2976.1pp | 1701.33%-1683.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $928 | $1,380-32.7% | $1,039-10.6% | $4,660-80.1% |
| Participant deferral / active EE | $4,770 | $2,623+81.9% | $1,952+144.4% | $6,688-28.7% |
| Admin fee / account holder | $182 | $3,334-94.5% | $2,829-93.6% | $13,397-98.6% |