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 3-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 | $43,377 | $165,984-73.9% | $164,813-73.7% | $145,922-70.3% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 21.72% | 100.03%-78.3pp | 69.93%-48.2pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,977 | $5,273-43.5% | $4,341-31.4% | $4,660-36.1% |
| Participant deferral / active EE | $7,774 | $6,959+11.7% | $6,031+28.9% | $6,688+16.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |