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 | $31,373 | $117,983-73.4% | $101,794-69.2% | $142,382-78.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 51.01% | 36.92%+14.1pp | 30.53%+20.5pp | 217.08%-166.1pp |
| Employer contribution / active EE | $477 | $2,773-82.8% | $2,289-79.2% | $4,299-88.9% |
| Participant deferral / active EE | $3,530 | $4,714-25.1% | $4,084-13.6% | $6,507-45.8% |
| Admin fee / account holder | $197 | $10,433-98.1% | $8,777-97.8% | $12,624-98.4% |