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 | $68,389 | $106,515-35.8% | $96,683-29.3% | $139,434-51.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 15.08% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,320 | $4,103-19.1% | $3,737-11.2% | $4,751-30.1% |
| Participant deferral / active EE | $15,027 | $5,454+175.5% | $4,878+208.0% | $6,710+123.9% |
| Admin fee / account holder | $159 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |