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 | $56,088 | $201,272-72.1% | $184,203-69.6% | $145,922-61.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.11% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,007 | $7,022-71.4% | $6,427-68.8% | $4,660-56.9% |
| Participant deferral / active EE | $5,502 | $9,806-43.9% | $9,131-39.7% | $6,688-17.7% |
| Admin fee / account holder | $284 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |