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 | $61,225 | $102,966-40.5% | $90,281-32.2% | $152,861-59.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 20.84% | 95.16%-74.3pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $861 | $3,139-72.6% | $2,854-69.8% | $4,762-81.9% |
| Participant deferral / active EE | $1,483 | $4,281-65.4% | $3,885-61.8% | $5,850-74.7% |
| Admin fee / account holder | $212 | $6,171-96.6% | $5,351-96.0% | $11,596-98.2% |