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 4-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 | $74,843 | $185,822-59.7% | $169,993-56.0% | $139,434-46.3% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 15.55% | 60.50%-45.0pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,496 | $7,590-67.1% | $6,785-63.2% | $4,751-47.5% |
| Participant deferral / active EE | $12,000 | $11,622+3.3% | $10,408+15.3% | $6,710+78.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |