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 6-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 | $33,475 | $104,664-68.0% | $85,682-60.9% | $167,490-80.0% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 9.87% | 21.45%-11.6pp | 21.49%-11.6pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,244 | $3,337-32.7% | $2,618-14.3% | $4,837-53.6% |
| Participant deferral / active EE | $9,485 | $4,824+96.6% | $3,923+141.8% | $6,341+49.6% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |