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 | $43,855 | $111,754-60.8% | $103,333-57.6% | $145,922-69.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.66% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,657 | $4,212-60.7% | $3,868-57.1% | $4,660-64.4% |
| Participant deferral / active EE | $8,602 | $5,619+53.1% | $5,057+70.1% | $6,688+28.6% |
| Admin fee / account holder | $147 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |