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 4-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 | $47,456 | $140,940-66.3% | $112,229-57.7% | $139,434-66.0% |
| Participation rate | 63.6% | 79.2%-15.6pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 20.87% | 32.71%-11.8pp | 30.20%-9.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,214 | $4,283-25.0% | $3,430-6.3% | $4,751-32.3% |
| Participant deferral / active EE | $7,674 | $5,874+30.6% | $4,798+59.9% | $6,710+14.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |