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 | $76,056 | $91,190-16.6% | $178,490-57.4% | $79,858-4.8% |
| Participation rate | 25.9% | 69.2%-43.3pp | 81.9%-56.0pp | 69.6%-43.7pp |
| Annual return | 59.29% | 24.19%+35.1pp | 151.07%-91.8pp | 31.71%+27.6pp |
| Employer contribution / active EE | $1,042 | $3,256-68.0% | $5,011-79.2% | $2,471-57.8% |
| Participant deferral / active EE | $2,778 | $3,236-14.2% | $5,202-46.6% | $3,740-25.7% |
| Admin fee / account holder | $234 | $6,751-96.5% | $13,984-98.3% | $5,306-95.6% |