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 | $42,668 | $149,734-71.5% | $118,925-64.1% | $158,922-73.2% |
| Participation rate | 55.6% | 82.1%-26.5pp | 75.4%-19.8pp | 82.0%-26.4pp |
| Annual return | 23.70% | 19.95%+3.8pp | 35.88%-12.2pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,163 | $4,115-71.7% | $3,263-64.4% | $4,761-75.6% |
| Participant deferral / active EE | $7,115 | $5,223+36.2% | $4,265+66.8% | $5,982+18.9% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |