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 6-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 | $21,792 | $82,286-73.5% | $68,791-68.3% | $134,475-83.8% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | 28.63% | -2.19%+30.8pp | -6.38%+35.0pp | 417.96%-389.3pp |
| Employer contribution / active EE | $546 | $3,301-83.4% | $2,655-79.4% | $4,740-88.5% |
| Participant deferral / active EE | $1,200 | $4,739-74.7% | $3,941-69.6% | $6,400-81.3% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |