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 7-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 | $67,776 | $117,983-42.6% | $101,794-33.4% | $142,382-52.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 20.28% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,277 | $2,773-54.0% | $2,289-44.2% | $4,299-70.3% |
| Participant deferral / active EE | $9,302 | $4,714+97.3% | $4,084+127.8% | $6,507+42.9% |
| Admin fee / account holder | $83 | $10,433-99.2% | $8,777-99.1% | $12,624-99.3% |