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 | $69,537 | $91,190-23.7% | $178,490-61.0% | $79,858-12.9% |
| Participation rate | 41.4% | 69.2%-27.8pp | 81.9%-40.5pp | 69.6%-28.3pp |
| Annual return | 18.97% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,288 | $3,256-60.4% | $5,011-74.3% | $2,471-47.9% |
| Participant deferral / active EE | $3,522 | $3,236+8.8% | $5,202-32.3% | $3,740-5.8% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |