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 4-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 | $123,246 | $111,754+10.3% | $103,333+19.3% | $145,922-15.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.06% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,478 | $4,212-41.2% | $3,868-35.9% | $4,660-46.8% |
| Participant deferral / active EE | $8,026 | $5,619+42.8% | $5,057+58.7% | $6,688+20.0% |
| Admin fee / account holder | $176 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |