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 8-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 | $47,051 | $140,940-66.6% | $112,229-58.1% | $139,434-66.3% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 21.20% | 32.71%-11.5pp | 30.20%-9.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,496 | $4,283-65.1% | $3,430-56.4% | $4,751-68.5% |
| Participant deferral / active EE | $6,904 | $5,874+17.5% | $4,798+43.9% | $6,710+2.9% |
| Admin fee / account holder | $238 | $9,954-97.6% | $7,748-96.9% | $11,403-97.9% |