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 | $46,292 | $111,754-58.6% | $103,333-55.2% | $145,922-68.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,285 | $4,212-69.5% | $3,868-66.8% | $4,660-72.4% |
| Participant deferral / active EE | $3,960 | $5,619-29.5% | $5,057-21.7% | $6,688-40.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |