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 | $78,382 | $112,881-30.6% | $90,951-13.8% | $158,922-50.7% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 19.95% | 215.79%-195.8pp | 134.60%-114.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $493 | $2,893-83.0% | $2,122-76.8% | $4,761-89.6% |
| Participant deferral / active EE | $2,372 | $4,128-42.5% | $3,373-29.7% | $5,982-60.3% |
| Admin fee / account holder | $189 | $8,041-97.6% | $5,959-96.8% | $11,246-98.3% |