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 6-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 | $52,636 | $109,327-51.9% | $89,391-41.1% | $158,922-66.9% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 26.04% | 345.68%-319.6pp | 245.62%-219.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,576 | $3,170-18.7% | $2,586-0.4% | $4,761-45.9% |
| Participant deferral / active EE | $5,571 | $4,598+21.2% | $3,890+43.2% | $5,982-6.9% |
| Admin fee / account holder | $239 | $6,153-96.1% | $4,881-95.1% | $11,246-97.9% |