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 | $29,406 | $77,899-62.3% | $149,673-80.4% | $75,163-60.9% |
| Participation rate | 24.2% | 65.6%-41.3pp | 78.8%-54.5pp | 67.2%-42.9pp |
| Annual return | 23.12% | 31.72%-8.6pp | 134.42%-111.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $191 | $5,956-96.8% | $13,210-98.6% | $5,651-96.6% |