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 | $59,177 | $52,953+11.8% | $172,739-65.7% | $65,185-9.2% |
| Participation rate | 23.1% | 66.2%-43.0pp | 82.6%-59.5pp | 70.2%-47.1pp |
| Annual return | 22.53% | 30.12%-7.6pp | 802.84%-780.3pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,274 | $2,190-41.8% | $5,143-75.2% | $2,177-41.5% |
| Participant deferral / active EE | $2,003 | $2,471-18.9% | $5,198-61.5% | $3,514-43.0% |
| Admin fee / account holder | $60 | $472-87.3% | $13,954-99.6% | $847-92.9% |