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 9-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 | $62,064 | $96,635-35.8% | $86,612-28.3% | $139,434-55.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 19.03% | 106.41%-87.4pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,632 | $3,263-50.0% | $3,022-46.0% | $4,751-65.6% |
| Participant deferral / active EE | $5,092 | $4,836+5.3% | $4,438+14.7% | $6,710-24.1% |
| Admin fee / account holder | $43 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |