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 | $40,696 | $89,753-54.7% | $107,525-62.2% | $84,808-52.0% |
| Participation rate | 23.6% | 68.1%-44.4pp | 75.1%-51.4pp | 68.3%-44.7pp |
| Annual return | 23.03% | 29.48%-6.5pp | 181.32%-158.3pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,046 | $3,113-66.4% | $3,754-72.1% | $2,631-60.2% |
| Participant deferral / active EE | $1,912 | $4,056-52.9% | $5,116-62.6% | $4,212-54.6% |
| Admin fee / account holder | $47 | $7,222-99.4% | $8,919-99.5% | $7,344-99.4% |