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 | $44,566 | $114,381-61.0% | $107,525-58.6% | $142,382-68.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 23.85% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,979 | $4,015-50.7% | $3,754-47.3% | $4,299-54.0% |
| Participant deferral / active EE | $3,473 | $5,564-37.6% | $5,116-32.1% | $6,507-46.6% |
| Admin fee / account holder | $177 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |