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 | $67,706 | $79,171-14.5% | $102,423-33.9% | $74,495-9.1% |
| Participation rate | 53.8% | 74.8%-21.0pp | 76.5%-22.6pp | 67.2%-13.4pp |
| Annual return | 13.07% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,345 | $2,362-43.1% | $3,023-55.5% | $2,623-48.7% |
| Participant deferral / active EE | $3,038 | $4,415-31.2% | $5,053-39.9% | $4,346-30.1% |
| Admin fee / account holder | $55 | $2,001-97.2% | $9,451-99.4% | $1,942-97.2% |