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 | $68,830 | $185,822-63.0% | $169,993-59.5% | $139,434-50.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 32.28% | 60.50%-28.2pp | 53.37%-21.1pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,675 | $7,590-77.9% | $6,785-75.3% | $4,751-64.7% |
| Participant deferral / active EE | $8,583 | $11,622-26.1% | $10,408-17.5% | $6,710+27.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |