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 | $19,771 | $69,207-71.4% | $64,056-69.1% | $139,434-85.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 36.63% | 45.88%-9.3pp | 33.69%+2.9pp | 372.94%-336.3pp |
| Employer contribution / active EE | $2,731 | $3,182-14.2% | $2,747-0.6% | $4,751-42.5% |
| Participant deferral / active EE | $2,888 | $4,682-38.3% | $3,880-25.6% | $6,710-57.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |