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 | $64,264 | $118,450-45.7% | $98,439-34.7% | $139,434-53.9% |
| Participation rate | 33.3% | 77.4%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 21.50% | 18.94%+2.6pp | 21.16%+0.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,879 | $3,609-47.9% | $3,048-38.4% | $4,751-60.4% |
| Participant deferral / active EE | $5,627 | $5,392+4.4% | $4,738+18.8% | $6,710-16.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |