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 | $15,000 | $85,022-82.4% | $70,515-78.7% | $139,434-89.2% |
| Participation rate | 53.3% | 73.9%-20.6pp | 68.3%-15.0pp | 80.3%-27.0pp |
| Annual return | 31.80% | 30.38%+1.4pp | 32.77%-1.0pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,493 | $3,909-61.8% | $2,973-49.8% | $4,751-68.6% |
| Participant deferral / active EE | $3,044 | $5,890-48.3% | $4,567-33.3% | $6,710-54.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |