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 8-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 | $56,430 | $74,888-24.6% | $71,209-20.8% | $142,382-60.4% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.8%-31.6pp | 80.1%-38.0pp |
| Annual return | 19.45% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $636 | $2,854-77.7% | $2,721-76.6% | $4,299-85.2% |
| Participant deferral / active EE | $636 | $4,454-85.7% | $4,175-84.8% | $6,507-90.2% |
| Admin fee / account holder | $298 | $5,568-94.7% | $5,349-94.4% | $12,624-97.6% |