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 3-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 | $59,576 | $110,094-45.9% | $151,611-60.7% | $68,494-13.0% |
| Participation rate | 55.9% | 84.0%-28.0pp | 87.5%-31.6pp | 67.9%-12.0pp |
| Annual return | 47.67% | -10.12%+57.8pp | 3.33%+44.3pp | -7.84%+55.5pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,080 | $6,527+161.7% | $8,363+104.2% | $4,027+324.1% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |