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 | $27,843 | $185,822-85.0% | $169,993-83.6% | $139,434-80.0% |
| Participation rate | 56.3% | 87.8%-31.5pp | 87.0%-30.7pp | 80.3%-24.1pp |
| Annual return | 38.23% | 60.50%-22.3pp | 53.37%-15.1pp | 372.94%-334.7pp |
| Employer contribution / active EE | $2,013 | $7,590-73.5% | $6,785-70.3% | $4,751-57.6% |
| Participant deferral / active EE | $4,661 | $11,622-59.9% | $10,408-55.2% | $6,710-30.5% |
| Admin fee / account holder | $202 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |