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 | $54,725 | $83,902-34.8% | $167,512-67.3% | $84,808-35.5% |
| Participation rate | 55.6% | 66.5%-10.9pp | 77.1%-21.5pp | 68.3%-12.8pp |
| Annual return | 20.69% | 91.55%-70.9pp | 1615.79%-1595.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,941 | $2,264-14.2% | $3,882-50.0% | $2,631-26.2% |
| Participant deferral / active EE | $4,885 | $4,442+10.0% | $6,405-23.7% | $4,212+16.0% |
| Admin fee / account holder | $23 | $7,915-99.7% | $9,769-99.8% | $7,344-99.7% |