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 9-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 | $47,465 | $165,335-71.3% | $149,696-68.3% | $158,922-70.1% |
| Participation rate | 31.6% | 84.6%-53.0pp | 82.5%-50.9pp | 82.0%-50.4pp |
| Annual return | 32.85% | 348.15%-315.3pp | 276.60%-243.8pp | 302.83%-270.0pp |
| Employer contribution / active EE | $1,821 | $5,103-64.3% | $4,644-60.8% | $4,761-61.7% |
| Participant deferral / active EE | $4,148 | $7,181-42.2% | $6,842-39.4% | $5,982-30.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |