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 | $25,047 | $107,334-76.7% | $92,893-73.0% | $152,861-83.6% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 28.53% | 145.58%-117.1pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,458 | $4,221-65.5% | $3,653-60.1% | $4,762-69.4% |
| Participant deferral / active EE | $5,847 | $4,845+20.7% | $4,236+38.0% | $5,850-0.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |