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 | $47,891 | $77,419-38.1% | $69,455-31.0% | $152,861-68.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 28.20% | 39.06%-10.9pp | 28.97%-0.8pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,166 | $3,315-64.8% | $2,779-58.0% | $4,762-75.5% |
| Participant deferral / active EE | $8,327 | $4,414+88.7% | $3,535+135.5% | $5,850+42.3% |
| Admin fee / account holder | $149 | $6,207-97.6% | $3,839-96.1% | $11,596-98.7% |