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 8-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 | $47,165 | $109,881-57.1% | $150,045-68.6% | $84,808-44.4% |
| Participation rate | 61.3% | 76.1%-14.8pp | 82.3%-21.0pp | 68.3%-7.0pp |
| Annual return | 24.19% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,469 | $3,561-58.8% | $4,693-68.7% | $2,631-44.2% |
| Participant deferral / active EE | $3,337 | $6,636-49.7% | $7,997-58.3% | $4,212-20.8% |
| Admin fee / account holder | $12 | $8,568-99.9% | $13,435-99.9% | $7,344-99.8% |