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 5-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 | $88,433 | $106,515-17.0% | $96,683-8.5% | $139,434-36.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 38.46% | 38.43%0pp | 35.69%+2.8pp | 372.94%-334.5pp |
| Employer contribution / active EE | $2,494 | $4,103-39.2% | $3,737-33.3% | $4,751-47.5% |
| Participant deferral / active EE | $9,958 | $5,454+82.6% | $4,878+104.1% | $6,710+48.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |