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 | $23,583 | $117,841-80.0% | $102,423-77.0% | $145,922-83.8% |
| Participation rate | 38.5% | 78.6%-40.1pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 21.35% | 31.65%-10.3pp | 29.32%-8.0pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,297 | $3,615-64.1% | $3,023-57.1% | $4,660-72.2% |
| Participant deferral / active EE | $1,988 | $5,731-65.3% | $5,053-60.7% | $6,688-70.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |