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 | $36,461 | $110,261-66.9% | $95,745-61.9% | $139,434-73.9% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 26.10% | 27.11%-1.0pp | 28.35%-2.2pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,150 | $3,257-64.7% | $2,835-59.4% | $4,751-75.8% |
| Participant deferral / active EE | $3,533 | $4,676-24.4% | $4,245-16.8% | $6,710-47.3% |
| Admin fee / account holder | $223 | $6,613-96.6% | $5,678-96.1% | $11,403-98.0% |