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 | $32,665 | $106,890-69.4% | $84,015-61.1% | $152,861-78.6% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 27.36% | 104.99%-77.6pp | 71.31%-43.9pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,273 | $2,734-53.4% | $1,983-35.8% | $4,762-73.3% |
| Participant deferral / active EE | $5,481 | $4,011+36.6% | $3,239+69.3% | $5,850-6.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |