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 7-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 | $40,556 | $133,958-69.7% | $112,228-63.9% | $134,475-69.8% |
| Participation rate | 31.3% | 78.6%-47.3pp | 75.1%-43.8pp | 81.2%-50.0pp |
| Annual return | 12.67% | 47.11%-34.4pp | 27.45%-14.8pp | 417.96%-405.3pp |
| Employer contribution / active EE | $1,179 | $4,038-70.8% | $3,635-67.6% | $4,740-75.1% |
| Participant deferral / active EE | $4,183 | $5,291-20.9% | $4,728-11.5% | $6,400-34.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |