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 | $59,882 | $114,381-47.6% | $107,525-44.3% | $142,382-57.9% |
| Participation rate | 43.8% | 78.1%-34.4pp | 75.1%-31.3pp | 80.1%-36.4pp |
| Annual return | 23.11% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,324 | $4,015-67.0% | $3,754-64.7% | $4,299-69.2% |
| Participant deferral / active EE | $4,737 | $5,564-14.9% | $5,116-7.4% | $6,507-27.2% |
| Admin fee / account holder | $16 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |