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 | $21,837 | $54,705-60.1% | $71,209-69.3% | $84,808-74.3% |
| Participation rate | 32.0% | 64.1%-32.1pp | 73.8%-41.8pp | 68.3%-36.3pp |
| Annual return | 23.76% | 35.90%-12.1pp | 282.51%-258.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $488 | $2,158-77.4% | $2,721-82.1% | $2,631-81.4% |
| Participant deferral / active EE | $985 | $3,030-67.5% | $4,175-76.4% | $4,212-76.6% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |