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 | $22,197 | $140,940-84.3% | $112,229-80.2% | $139,434-84.1% |
| Participation rate | 44.4% | 79.2%-34.7pp | 72.4%-28.0pp | 80.3%-35.9pp |
| Annual return | 43.18% | 32.71%+10.5pp | 30.20%+13.0pp | 372.94%-329.8pp |
| Employer contribution / active EE | $2,711 | $4,283-36.7% | $3,430-21.0% | $4,751-42.9% |
| Participant deferral / active EE | $2,889 | $5,874-50.8% | $4,798-39.8% | $6,710-56.9% |
| Admin fee / account holder | $59 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |