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 4-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 | $49,014 | $179,726-72.7% | $156,263-68.6% | $142,382-65.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 12.17% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,260 | $5,069-55.4% | $4,333-47.8% | $4,299-47.4% |
| Participant deferral / active EE | $6,801 | $6,956-2.2% | $6,158+10.4% | $6,507+4.5% |
| Admin fee / account holder | $3 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |