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 | $70,224 | $99,877-29.7% | $84,966-17.4% | $145,922-51.9% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.7pp | 80.3%-49.5pp |
| Annual return | 8.16% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,412 | $3,231-56.3% | $2,727-48.2% | $4,660-69.7% |
| Participant deferral / active EE | $4,654 | $5,291-12.0% | $4,519+3.0% | $6,688-30.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |