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 | $13,412 | $53,516-74.9% | $126,539-89.4% | $84,808-84.2% |
| Participation rate | 30.8% | 58.2%-27.5pp | 69.8%-39.0pp | 68.3%-37.5pp |
| Annual return | 31.03% | 58.34%-27.3pp | 425.95%-394.9pp | 40.90%-9.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,868 | $2,671-30.1% | $4,083-54.3% | $4,212-55.7% |
| Admin fee / account holder | $177 | $4,497-96.1% | $6,065-97.1% | $7,344-97.6% |