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 9-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 | $66,117 | $37,426+76.7% | $77,482-14.7% | $79,858-17.2% |
| Participation rate | 6.3% | 41.5%-35.3pp | 54.2%-47.9pp | 69.6%-63.4pp |
| Annual return | 21.13% | 39.70%-18.6pp | 54.79%-33.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $174 | $637-72.7% | $986-82.4% | $2,471-93.0% |
| Participant deferral / active EE | $1,625 | $1,260+29.0% | $1,861-12.7% | $3,740-56.6% |
| Admin fee / account holder | $190 | $2,504-92.4% | $2,858-93.4% | $5,306-96.4% |