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 6-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 | $79,561 | $118,849-33.1% | $96,562-17.6% | $167,490-52.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 9.51% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,550 | $3,120-50.3% | $2,356-34.2% | $4,837-68.0% |
| Participant deferral / active EE | $5,692 | $4,616+23.3% | $3,849+47.9% | $6,341-10.2% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |