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 3-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 | $60,441 | $111,754-45.9% | $103,333-41.5% | $145,922-58.6% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 20.19% | 24.77%-4.6pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,176 | $4,212-72.1% | $3,868-69.6% | $4,660-74.8% |
| Participant deferral / active EE | $4,779 | $5,619-14.9% | $5,057-5.5% | $6,688-28.5% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |