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 10-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 | $58,147 | $104,974-44.6% | $95,585-39.2% | $142,382-59.2% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 19.18% | 210.33%-191.1pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,745 | $2,779-37.2% | $2,527-30.9% | $4,299-59.4% |
| Participant deferral / active EE | $3,364 | $4,352-22.7% | $4,023-16.4% | $6,507-48.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |