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 | $38,572 | $99,877-61.4% | $84,966-54.6% | $145,922-73.6% |
| Participation rate | 23.8% | 74.1%-50.3pp | 67.5%-43.7pp | 80.3%-56.5pp |
| Annual return | 14.62% | 83.76%-69.1pp | 66.38%-51.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $651 | $3,231-79.9% | $2,727-76.1% | $4,660-86.0% |
| Participant deferral / active EE | $2,553 | $5,291-51.7% | $4,519-43.5% | $6,688-61.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |