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 | $29,174 | $96,484-69.8% | $75,886-61.6% | $152,861-80.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 38.44% | 33.98%+4.5pp | 30.76%+7.7pp | 345.32%-306.9pp |
| Employer contribution / active EE | $2,222 | $3,309-32.9% | $2,500-11.1% | $4,762-53.3% |
| Participant deferral / active EE | $5,184 | $4,553+13.9% | $3,603+43.9% | $5,850-11.4% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |