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 | $127,790 | $163,101-21.6% | $136,749-6.6% | $142,382-10.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 19.50% | 27.54%-8.0pp | 24.33%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,367 | $4,117-42.5% | $3,400-30.4% | $4,299-44.9% |
| Participant deferral / active EE | $4,850 | $5,585-13.2% | $4,692+3.4% | $6,507-25.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |