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 | $48,307 | $163,101-70.4% | $136,749-64.7% | $142,382-66.1% |
| Participation rate | 8.3% | 78.2%-69.9pp | 72.1%-63.8pp | 80.1%-71.8pp |
| Annual return | 41.72% | 27.54%+14.2pp | 24.33%+17.4pp | 217.08%-175.4pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,415 | $5,585-56.8% | $4,692-48.5% | $6,507-62.9% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |