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 | $59,665 | $110,257-45.9% | $96,544-38.2% | $139,434-57.2% |
| Participation rate | 47.4% | 78.1%-30.7pp | 76.0%-28.6pp | 80.3%-33.0pp |
| Annual return | 21.79% | 26.32%-4.5pp | 25.84%-4.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,878 | $3,620-48.1% | $2,965-36.7% | $4,751-60.5% |
| Participant deferral / active EE | $2,802 | $5,548-49.5% | $4,851-42.2% | $6,710-58.2% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |