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 | $45,565 | $106,515-57.2% | $96,683-52.9% | $139,434-67.3% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 49.63% | 38.43%+11.2pp | 35.69%+13.9pp | 372.94%-323.3pp |
| Employer contribution / active EE | $1,764 | $4,103-57.0% | $3,737-52.8% | $4,751-62.9% |
| Participant deferral / active EE | $6,864 | $5,454+25.8% | $4,878+40.7% | $6,710+2.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |