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 | $52,078 | $54,705-4.8% | $71,209-26.9% | $84,808-38.6% |
| Participation rate | 39.5% | 64.1%-24.6pp | 73.8%-34.3pp | 68.3%-28.8pp |
| Annual return | 13.69% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,123 | $2,158-48.0% | $2,721-58.7% | $2,631-57.3% |
| Participant deferral / active EE | $2,171 | $3,030-28.4% | $4,175-48.0% | $4,212-48.5% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |