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 | $57,965 | $117,983-50.9% | $101,794-43.1% | $142,382-59.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 16.39% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,165 | $2,773-21.9% | $2,289-5.4% | $4,299-49.7% |
| Participant deferral / active EE | $7,938 | $4,714+68.4% | $4,084+94.4% | $6,507+22.0% |
| Admin fee / account holder | $50 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |