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 10-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 | $46,910 | $104,251-55.0% | $91,001-48.5% | $147,584-68.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 33.35% | 27.06%+6.3pp | 4.60%+28.7pp | 578.55%-545.2pp |
| Employer contribution / active EE | $3,976 | $3,116+27.6% | $2,456+61.9% | $4,876-18.5% |
| Participant deferral / active EE | $8,089 | $4,195+92.8% | $3,547+128.0% | $5,439+48.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |