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 | $38,179 | $70,606-45.9% | $53,898-29.2% | $142,382-73.2% |
| Participation rate | 45.0% | 63.7%-18.7pp | 55.0%-10.0pp | 80.1%-35.1pp |
| Annual return | 21.10% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,130 | $1,202-6.0% | $932+21.2% | $4,299-73.7% |
| Participant deferral / active EE | $1,561 | $2,364-34.0% | $1,826-14.5% | $6,507-76.0% |
| Admin fee / account holder | $291 | $2,852-89.8% | $2,491-88.3% | $12,624-97.7% |