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 7-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 | $38,775 | $176,377-78.0% | $134,143-71.1% | $158,922-75.6% |
| Participation rate | 38.5% | 78.7%-40.2pp | 72.2%-33.7pp | 82.0%-43.5pp |
| Annual return | 32.57% | 63.63%-31.1pp | 36.33%-3.8pp | 302.83%-270.3pp |
| Employer contribution / active EE | $1,517 | $5,040-69.9% | $3,704-59.0% | $4,761-68.1% |
| Participant deferral / active EE | $1,953 | $4,091-52.3% | $3,499-44.2% | $5,982-67.3% |
| Admin fee / account holder | $222 | $8,718-97.4% | $6,684-96.7% | $11,246-98.0% |