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 | $29,254 | $148,534-80.3% | $135,903-78.5% | $139,434-79.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 32.98% | 79.19%-46.2pp | 68.23%-35.2pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,216 | $5,243-76.8% | $4,856-75.0% | $4,751-74.4% |
| Participant deferral / active EE | $6,881 | $8,100-15.1% | $7,758-11.3% | $6,710+2.5% |
| Admin fee / account holder | $64 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |