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 | $17,997 | $106,515-83.1% | $96,683-81.4% | $139,434-87.1% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 28.76% | 38.43%-9.7pp | 35.69%-6.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $2,255 | $4,103-45.0% | $3,737-39.7% | $4,751-52.5% |
| Participant deferral / active EE | $2,602 | $5,454-52.3% | $4,878-46.7% | $6,710-61.2% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |