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 | $25,931 | $104,974-75.3% | $95,585-72.9% | $142,382-81.8% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 15.54% | 210.33%-194.8pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $715 | $2,779-74.3% | $2,527-71.7% | $4,299-83.4% |
| Participant deferral / active EE | $1,728 | $4,352-60.3% | $4,023-57.1% | $6,507-73.4% |
| Admin fee / account holder | $237 | $6,386-96.3% | $6,127-96.1% | $12,624-98.1% |