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 | $46,866 | $111,754-58.1% | $103,333-54.6% | $145,922-67.9% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 15.14% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $937 | $4,212-77.7% | $3,868-75.8% | $4,660-79.9% |
| Participant deferral / active EE | $3,187 | $5,619-43.3% | $5,057-37.0% | $6,688-52.4% |
| Admin fee / account holder | $283 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |