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 | $62,285 | $114,237-45.5% | $119,258-47.8% | $167,490-62.8% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.7%-38.3pp | 82.1%-37.7pp |
| Annual return | 21.66% | 29.87%-8.2pp | 30.69%-9.0pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,718 | $4,481-39.4% | $4,384-38.0% | $4,837-43.8% |
| Participant deferral / active EE | $4,600 | $6,084-24.4% | $6,111-24.7% | $6,341-27.5% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |