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 | $59,008 | $100,773-41.4% | $88,946-33.7% | $142,382-58.6% |
| Participation rate | 31.3% | 74.3%-43.0pp | 68.8%-37.6pp | 80.1%-48.9pp |
| Annual return | 20.18% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $836 | $2,918-71.3% | $2,555-67.3% | $4,299-80.5% |
| Participant deferral / active EE | $2,777 | $5,230-46.9% | $4,581-39.4% | $6,507-57.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |