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 | $81,387 | $117,841-30.9% | $102,423-20.5% | $145,922-44.2% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 27.18% | 31.65%-4.5pp | 29.32%-2.1pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,371 | $3,615-62.1% | $3,023-54.6% | $4,660-70.6% |
| Participant deferral / active EE | $2,239 | $5,731-60.9% | $5,053-55.7% | $6,688-66.5% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |