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 | $60,556 | $76,738-21.1% | $56,411+7.3% | $145,922-58.5% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 17.40% | 2994.23%-2976.8pp | 1701.33%-1683.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $737 | $1,380-46.6% | $1,039-29.0% | $4,660-84.2% |
| Participant deferral / active EE | $3,952 | $2,623+50.7% | $1,952+102.5% | $6,688-40.9% |
| Admin fee / account holder | $164 | $3,334-95.1% | $2,829-94.2% | $13,397-98.8% |