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 | $80,646 | $110,257-26.9% | $96,544-16.5% | $139,434-42.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 17.09% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,642 | $3,620+28.3% | $2,965+56.6% | $4,751-2.3% |
| Participant deferral / active EE | $2,507 | $5,548-54.8% | $4,851-48.3% | $6,710-62.6% |
| Admin fee / account holder | $229 | $11,591-98.0% | $8,252-97.2% | $11,403-98.0% |