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 | $16,682 | $85,022-80.4% | $70,515-76.3% | $139,434-88.0% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 31.50% | 30.38%+1.1pp | 32.77%-1.3pp | 372.94%-341.4pp |
| Employer contribution / active EE | $963 | $3,909-75.4% | $2,973-67.6% | $4,751-79.7% |
| Participant deferral / active EE | $2,280 | $5,890-61.3% | $4,567-50.1% | $6,710-66.0% |
| Admin fee / account holder | $97 | $8,906-98.9% | $6,412-98.5% | $11,403-99.2% |