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 8-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 | $72,822 | $80,717-9.8% | $154,803-53.0% | $84,808-14.1% |
| Participation rate | 30.0% | 66.8%-36.8pp | 78.1%-48.1pp | 68.3%-38.3pp |
| Annual return | 15.63% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,460 | $2,761-47.1% | $4,305-66.1% | $2,631-44.5% |
| Participant deferral / active EE | $3,340 | $3,303+1.1% | $5,540-39.7% | $4,212-20.7% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |