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 | $34,134 | $68,719-50.3% | $91,541-62.7% | $84,808-59.8% |
| Participation rate | 35.1% | 64.5%-29.4pp | 69.8%-34.6pp | 68.3%-33.2pp |
| Annual return | 21.50% | 19.12%+2.4pp | 20.50%+1.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,137 | $1,920-40.8% | $2,505-54.6% | $2,631-56.8% |
| Participant deferral / active EE | $1,592 | $3,136-49.2% | $4,008-60.3% | $4,212-62.2% |
| Admin fee / account holder | $19 | $5,786-99.7% | $6,956-99.7% | $7,344-99.7% |