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 | $69,584 | $183,519-62.1% | $155,509-55.3% | $145,922-52.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 45.10% | 61.17%-16.1pp | 64.67%-19.6pp | 561.29%-516.2pp |
| Employer contribution / active EE | $1,505 | $5,313-71.7% | $4,672-67.8% | $4,660-67.7% |
| Participant deferral / active EE | $5,681 | $6,462-12.1% | $5,626+1.0% | $6,688-15.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |