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 3-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 | $25,546 | $90,348-71.7% | $75,972-66.4% | $145,922-82.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 16.30% | 620.88%-604.6pp | 359.55%-343.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,309 | $3,311-60.5% | $2,685-51.2% | $4,660-71.9% |
| Participant deferral / active EE | $2,252 | $5,162-56.4% | $4,255-47.1% | $6,688-66.3% |
| Admin fee / account holder | $211 | $8,467-97.5% | $6,467-96.7% | $13,397-98.4% |