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 6-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 | $15,009 | $69,207-78.3% | $64,056-76.6% | $139,434-89.2% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.3%-8.7pp | 80.3%-16.7pp |
| Annual return | 24.31% | 45.88%-21.6pp | 33.69%-9.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,217 | $3,182-61.8% | $2,747-55.7% | $4,751-74.4% |
| Participant deferral / active EE | $2,122 | $4,682-54.7% | $3,880-45.3% | $6,710-68.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |