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 | $40,329 | $179,726-77.6% | $156,263-74.2% | $142,382-71.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 17.37% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,077 | $5,069-59.0% | $4,333-52.1% | $4,299-51.7% |
| Participant deferral / active EE | $3,745 | $6,956-46.2% | $6,158-39.2% | $6,507-42.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |