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 9-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 | $54,146 | $106,515-49.2% | $96,683-44.0% | $139,434-61.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.81% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,095 | $4,103-48.9% | $3,737-43.9% | $4,751-55.9% |
| Participant deferral / active EE | $5,337 | $5,454-2.1% | $4,878+9.4% | $6,710-20.5% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.7% | $11,403-99.9% |