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 | $61,266 | $65,696-6.7% | $56,429+8.6% | $147,584-58.5% |
| Participation rate | 62.5% | 85.5%-23.0pp | 80.0%-17.5pp | 82.8%-20.3pp |
| Annual return | 23.39% | 13.32%+10.1pp | 19.04%+4.4pp | 578.55%-555.2pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,409 | $4,876+52.0% | $3,951+87.5% | $5,439+36.2% |
| Admin fee / account holder | $23 | $5,947-99.6% | $4,466-99.5% | $10,885-99.8% |