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 | $78,375 | $185,822-57.8% | $169,993-53.9% | $139,434-43.8% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 28.62% | 60.50%-31.9pp | 53.37%-24.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $5,102 | $7,590-32.8% | $6,785-24.8% | $4,751+7.4% |
| Participant deferral / active EE | $9,161 | $11,622-21.2% | $10,408-12.0% | $6,710+36.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |