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 3-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 | $20,966 | $77,314-72.9% | $177,989-88.2% | $80,856-74.1% |
| Participation rate | 31.6% | 65.7%-34.1pp | 77.1%-45.4pp | 67.6%-36.0pp |
| Annual return | 20.27% | 18.09%+2.2pp | 294.48%-274.2pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,111 | $2,292-51.5% | $3,949-71.9% | $2,755-59.7% |
| Participant deferral / active EE | $1,899 | $4,411-57.0% | $6,276-69.7% | $4,296-55.8% |
| Admin fee / account holder | $0 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |