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 | $60,922 | $107,334-43.2% | $92,893-34.4% | $152,861-60.1% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 13.84% | 145.58%-131.7pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,667 | $4,221-36.8% | $3,653-27.0% | $4,762-44.0% |
| Participant deferral / active EE | $6,333 | $4,845+30.7% | $4,236+49.5% | $5,850+8.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |