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 5-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 | $26,357 | $185,822-85.8% | $169,993-84.5% | $139,434-81.1% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 36.30% | 60.50%-24.2pp | 53.37%-17.1pp | 372.94%-336.6pp |
| Employer contribution / active EE | $2,086 | $7,590-72.5% | $6,785-69.3% | $4,751-56.1% |
| Participant deferral / active EE | $3,046 | $11,622-73.8% | $10,408-70.7% | $6,710-54.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |