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 9-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 | $47,942 | $157,256-69.5% | $141,162-66.0% | $152,861-68.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 23.86% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,589 | $5,261-69.8% | $4,735-66.4% | $4,762-66.6% |
| Participant deferral / active EE | $3,660 | $7,109-48.5% | $6,709-45.4% | $5,850-37.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |