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 | $38,608 | $201,272-80.8% | $184,203-79.0% | $145,922-73.5% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 20.57% | 29.00%-8.4pp | 28.81%-8.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,197 | $7,022-68.7% | $6,427-65.8% | $4,660-52.9% |
| Participant deferral / active EE | $4,504 | $9,806-54.1% | $9,131-50.7% | $6,688-32.6% |
| Admin fee / account holder | $297 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |