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 | $48,801 | $95,416-48.9% | $185,823-73.7% | $85,850-43.2% |
| Participation rate | 21.3% | 68.8%-47.4pp | 81.7%-60.4pp | 69.3%-48.0pp |
| Annual return | 25.47% | 23.59%+1.9pp | 122.05%-96.6pp | 318.53%-293.1pp |
| Employer contribution / active EE | $700 | $3,314-78.9% | $5,167-86.4% | $2,565-72.7% |
| Participant deferral / active EE | $1,677 | $3,423-51.0% | $5,568-69.9% | $3,952-57.6% |
| Admin fee / account holder | $57 | $7,213-99.2% | $16,237-99.6% | $6,260-99.1% |