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 | $27,018 | $57,016-52.6% | $84,966-68.2% | $80,856-66.6% |
| Participation rate | 30.0% | 56.3%-26.3pp | 67.5%-37.5pp | 67.6%-37.6pp |
| Annual return | 36.41% | 21.66%+14.7pp | 66.38%-30.0pp | 35.59%+0.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,514 | $3,110-19.2% | $4,519-44.4% | $4,296-41.5% |
| Admin fee / account holder | $105 | $4,980-97.9% | $6,149-98.3% | $6,918-98.5% |