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 | $44,566 | $90,348-50.7% | $75,972-41.3% | $145,922-69.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 9.40% | 620.88%-611.5pp | 359.55%-350.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,394 | $3,311-57.9% | $2,685-48.1% | $4,660-70.1% |
| Participant deferral / active EE | $3,027 | $5,162-41.3% | $4,255-28.9% | $6,688-54.7% |
| Admin fee / account holder | $280 | $8,467-96.7% | $6,467-95.7% | $13,397-97.9% |