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 | $27,450 | $48,795-43.7% | $65,493-58.1% | $84,808-67.6% |
| Participation rate | 48.1% | 67.0%-18.8pp | 73.1%-24.9pp | 68.3%-20.2pp |
| Annual return | 23.30% | 20.20%+3.1pp | 982.45%-959.1pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,251 | $1,930-35.2% | $2,574-51.4% | $2,631-52.5% |
| Participant deferral / active EE | $3,791 | $2,928+29.5% | $3,961-4.3% | $4,212-10.0% |
| Admin fee / account holder | $47 | $3,877-98.8% | $5,028-99.1% | $7,344-99.4% |