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 6-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 | $43,262 | $96,305-55.1% | $80,569-46.3% | $139,434-69.0% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 21.23% | 1350.08%-1328.9pp | 935.43%-914.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,713 | $3,262-16.8% | $2,723-0.4% | $4,751-42.9% |
| Participant deferral / active EE | $8,195 | $5,232+56.6% | $4,447+84.3% | $6,710+22.1% |
| Admin fee / account holder | $119 | $6,599-98.2% | $5,377-97.8% | $11,403-99.0% |