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 | $27,352 | $112,881-75.8% | $90,951-69.9% | $158,922-82.8% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 35.12% | 215.79%-180.7pp | 134.60%-99.5pp | 302.83%-267.7pp |
| Employer contribution / active EE | $1,018 | $2,893-64.8% | $2,122-52.0% | $4,761-78.6% |
| Participant deferral / active EE | $3,413 | $4,128-17.3% | $3,373+1.2% | $5,982-42.9% |
| Admin fee / account holder | $161 | $8,041-98.0% | $5,959-97.3% | $11,246-98.6% |