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 | $57,521 | $37,426+53.7% | $77,482-25.8% | $79,858-28.0% |
| Participation rate | 7.7% | 41.5%-33.8pp | 54.2%-46.5pp | 69.6%-61.9pp |
| Annual return | 25.07% | 39.70%-14.6pp | 54.79%-29.7pp | 31.71%-6.6pp |
| Employer contribution / active EE | $190 | $637-70.2% | $986-80.7% | $2,471-92.3% |
| Participant deferral / active EE | $1,225 | $1,260-2.8% | $1,861-34.2% | $3,740-67.2% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |