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 6-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 | $81,308 | $30,400+167.5% | $53,898+50.9% | $84,808-4.1% |
| Participation rate | 15.4% | 46.4%-31.1pp | 55.0%-39.6pp | 68.3%-52.9pp |
| Annual return | 23.77% | 500.19%-476.4pp | 528.60%-504.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $520 | $603-13.7% | $932-44.2% | $2,631-80.2% |
| Participant deferral / active EE | $1,587 | $1,199+32.4% | $1,826-13.1% | $4,212-62.3% |
| Admin fee / account holder | $2 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |