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 7-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 | $46,170 | $227,553-79.7% | $189,557-75.6% | $167,490-72.4% |
| Participation rate | 69.2% | 82.5%-13.3pp | 78.4%-9.2pp | 82.1%-12.9pp |
| Annual return | 16.13% | 78.40%-62.3pp | 64.17%-48.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,941 | $5,316-63.5% | $4,412-56.0% | $4,837-59.9% |
| Participant deferral / active EE | $6,999 | $7,0020% | $6,174+13.4% | $6,341+10.4% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |