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 | $53,725 | $52,279+2.8% | $89,391-39.9% | $79,858-32.7% |
| Participation rate | 38.7% | 57.5%-18.8pp | 68.0%-29.3pp | 69.6%-30.9pp |
| Annual return | 59.13% | 22.16%+37.0pp | 245.62%-186.5pp | 31.71%+27.4pp |
| Employer contribution / active EE | $1,040 | $1,572-33.8% | $2,586-59.8% | $2,471-57.9% |
| Participant deferral / active EE | $2,270 | $2,740-17.1% | $3,890-41.6% | $3,740-39.3% |
| Admin fee / account holder | $258 | $3,356-92.3% | $4,881-94.7% | $5,306-95.1% |