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 | $143,270 | $177,572-19.3% | $154,803-7.5% | $142,382+0.6% |
| Participation rate | 15.4% | 82.1%-66.7pp | 78.1%-62.7pp | 80.1%-64.7pp |
| Annual return | 12.10% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,181 | $4,810-75.5% | $4,305-72.6% | $4,299-72.5% |
| Participant deferral / active EE | $3,849 | $6,272-38.6% | $5,540-30.5% | $6,507-40.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |