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 | $29,794 | $156,846-81.0% | $121,098-75.4% | $139,434-78.6% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 13.82% | 1474.56%-1460.7pp | 985.75%-971.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,617 | $5,536-70.8% | $4,164-61.2% | $4,751-66.0% |
| Participant deferral / active EE | $4,224 | $4,844-12.8% | $4,080+3.5% | $6,710-37.0% |
| Admin fee / account holder | $284 | $6,946-95.9% | $5,644-95.0% | $11,403-97.5% |