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 | $46,493 | $158,398-70.6% | $126,539-63.3% | $142,382-67.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 25.11% | 593.76%-568.6pp | 425.95%-400.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,684 | $4,650-63.8% | $3,674-54.2% | $4,299-60.8% |
| Participant deferral / active EE | $6,032 | $4,767+26.5% | $4,083+47.7% | $6,507-7.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |