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 5-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 | $84,645 | $99,877-15.3% | $84,966-0.4% | $145,922-42.0% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 18.68% | 83.76%-65.1pp | 66.38%-47.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,764 | $3,231+16.5% | $2,727+38.0% | $4,660-19.2% |
| Participant deferral / active EE | $4,535 | $5,291-14.3% | $4,519+0.3% | $6,688-32.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |