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 | $22,219 | $48,230-53.9% | $67,502-67.1% | $80,856-72.5% |
| Participation rate | 52.0% | 66.4%-14.4pp | 72.9%-20.9pp | 67.6%-15.6pp |
| Annual return | 12.83% | 18.28%-5.5pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $804 | $2,020-60.2% | $2,731-70.5% | $2,755-70.8% |
| Participant deferral / active EE | $2,855 | $2,924-2.3% | $4,000-28.6% | $4,296-33.5% |
| Admin fee / account holder | $199 | $3,681-94.6% | $3,998-95.0% | $6,918-97.1% |