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 | $48,747 | $123,909-60.7% | $69,647-30.0% | $145,922-66.6% |
| Participation rate | 68.2% | 69.2%-1.0pp | 66.5%+1.7pp | 80.3%-12.1pp |
| Annual return | 17.14% | 190.55%-173.4pp | 100.48%-83.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,225 | $2,682-54.3% | $1,712-28.5% | $4,660-73.7% |
| Participant deferral / active EE | $4,268 | $4,236+0.8% | $2,886+47.9% | $6,688-36.2% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |