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 4-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 | $91,796 | $107,452-14.6% | $91,541+0.3% | $142,382-35.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 34.58% | 22.06%+12.5pp | 20.50%+14.1pp | 217.08%-182.5pp |
| Employer contribution / active EE | $2,571 | $2,994-14.1% | $2,505+2.7% | $4,299-40.2% |
| Participant deferral / active EE | $7,284 | $4,754+53.2% | $4,008+81.7% | $6,507+11.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |