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 | $61,944 | $91,190-32.1% | $178,490-65.3% | $79,858-22.4% |
| Participation rate | 50.7% | 69.2%-18.5pp | 81.9%-31.2pp | 69.6%-18.9pp |
| Annual return | 18.70% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,870 | $3,256-11.9% | $5,011-42.7% | $2,471+16.1% |
| Participant deferral / active EE | $5,717 | $3,236+76.7% | $5,202+9.9% | $3,740+52.8% |
| Admin fee / account holder | $1 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |