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 | $66,884 | $89,753-25.5% | $107,525-37.8% | $84,808-21.1% |
| Participation rate | 63.6% | 68.1%-4.4pp | 75.1%-11.4pp | 68.3%-4.7pp |
| Annual return | 38.57% | 29.48%+9.1pp | 181.32%-142.7pp | 40.90%-2.3pp |
| Employer contribution / active EE | $2,087 | $3,113-33.0% | $3,754-44.4% | $2,631-20.7% |
| Participant deferral / active EE | $3,336 | $4,056-17.8% | $5,116-34.8% | $4,212-20.8% |
| Admin fee / account holder | $57 | $7,222-99.2% | $8,919-99.4% | $7,344-99.2% |