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 3-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 | $69,402 | $106,515-34.8% | $96,683-28.2% | $139,434-50.2% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 20.63% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,140 | $4,103-72.2% | $3,737-69.5% | $4,751-76.0% |
| Participant deferral / active EE | $6,000 | $5,454+10.0% | $4,878+23.0% | $6,710-10.6% |
| Admin fee / account holder | $56 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |