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 | $24,370 | $159,602-84.7% | $150,045-83.8% | $142,382-82.9% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 28.94% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,396 | $4,961-71.9% | $4,693-70.2% | $4,299-67.5% |
| Participant deferral / active EE | $3,822 | $8,310-54.0% | $7,997-52.2% | $6,507-41.3% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |