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 9-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 | $59,445 | $54,762+8.6% | $90,281-34.2% | $72,985-18.6% |
| Participation rate | 51.9% | 65.1%-13.3pp | 73.3%-21.4pp | 69.5%-17.6pp |
| Annual return | 27.95% | 30.63%-2.7pp | 78.10%-50.1pp | 81.00%-53.1pp |
| Employer contribution / active EE | $1,274 | $2,092-39.1% | $2,854-55.4% | $2,440-47.8% |
| Participant deferral / active EE | $2,350 | $2,887-18.6% | $3,885-39.5% | $3,607-34.8% |
| Admin fee / account holder | $137 | $3,972-96.6% | $5,351-97.4% | $5,124-97.3% |