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 | $32,433 | $111,754-71.0% | $103,333-68.6% | $145,922-77.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.30% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,885 | $4,212-55.2% | $3,868-51.3% | $4,660-59.5% |
| Participant deferral / active EE | $1,885 | $5,619-66.4% | $5,057-62.7% | $6,688-71.8% |
| Admin fee / account holder | $63 | $9,750-99.4% | $8,355-99.3% | $13,397-99.5% |