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 | $36,707 | $74,888-51.0% | $71,209-48.5% | $142,382-74.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 17.58% | 345.14%-327.6pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,400 | $2,854-51.0% | $2,721-48.5% | $4,299-67.4% |
| Participant deferral / active EE | $1,400 | $4,454-68.6% | $4,175-66.5% | $6,507-78.5% |
| Admin fee / account holder | $280 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |