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 | $42,486 | $100,773-57.8% | $88,946-52.2% | $142,382-70.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 22.22% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,000 | $2,918-65.7% | $2,555-60.9% | $4,299-76.7% |
| Participant deferral / active EE | $1,000 | $5,230-80.9% | $4,581-78.2% | $6,507-84.6% |
| Admin fee / account holder | $90 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |