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 | $59,263 | $102,966-42.4% | $90,281-34.4% | $152,861-61.2% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 19.41% | 95.16%-75.7pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,818 | $3,139-42.1% | $2,854-36.3% | $4,762-61.8% |
| Participant deferral / active EE | $3,073 | $4,281-28.2% | $3,885-20.9% | $5,850-47.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |