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 | $30,483 | $78,926-61.4% | $136,749-77.7% | $84,808-64.1% |
| Participation rate | 53.4% | 62.2%-8.8pp | 72.1%-18.7pp | 68.3%-14.9pp |
| Annual return | 22.74% | 18.17%+4.6pp | 24.33%-1.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $2,013 | $2,134-5.7% | $3,400-40.8% | $2,631-23.5% |
| Participant deferral / active EE | $3,295 | $3,168+4.0% | $4,692-29.8% | $4,212-21.8% |
| Admin fee / account holder | $59 | $6,369-99.1% | $11,386-99.5% | $7,344-99.2% |