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 | $44,333 | $107,334-58.7% | $92,893-52.3% | $152,861-71.0% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.4%-38.7pp |
| Annual return | 277.48% | 145.58%+131.9pp | 109.41%+168.1pp | 345.32%-67.8pp |
| Employer contribution / active EE | $2,487 | $4,221-41.1% | $3,653-31.9% | $4,762-47.8% |
| Participant deferral / active EE | $4,364 | $4,845-9.9% | $4,236+3.0% | $5,850-25.4% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |