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 | $45,729 | $96,484-52.6% | $75,886-39.7% | $152,861-70.1% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.3%-5.0pp | 82.4%-18.2pp |
| Annual return | 21.70% | 33.98%-12.3pp | 30.76%-9.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,365 | $3,309-58.7% | $2,500-45.4% | $4,762-71.3% |
| Participant deferral / active EE | $4,867 | $4,553+6.9% | $3,603+35.1% | $5,850-16.8% |
| Admin fee / account holder | $35 | $8,078-99.6% | $5,418-99.4% | $11,596-99.7% |