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 | $9,158 | $69,207-86.8% | $64,056-85.7% | $139,434-93.4% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 14.81% | 45.88%-31.1pp | 33.69%-18.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,492 | $3,182-53.1% | $2,747-45.7% | $4,751-68.6% |
| Participant deferral / active EE | $3,564 | $4,682-23.9% | $3,880-8.1% | $6,710-46.9% |
| Admin fee / account holder | -$307 | $4,244-107.2% | $3,068-110.0% | $11,403-102.7% |