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 | $86,404 | $109,413-21.0% | $156,263-44.7% | $84,808+1.9% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 60.10% | 20.18%+39.9pp | 59.47%+0.6pp | 40.90%+19.2pp |
| Employer contribution / active EE | $2,280 | $2,907-21.6% | $4,333-47.4% | $2,631-13.3% |
| Participant deferral / active EE | $6,432 | $4,590+40.1% | $6,158+4.4% | $4,212+52.7% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |