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 9-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 | $75,944 | $211,958-64.2% | $169,463-55.2% | $135,375-43.9% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | 1.72% | 3.26%-1.5pp | 1.83%-0.1pp | 519.73%-518.0pp |
| Employer contribution / active EE | $4,695 | $5,120-8.3% | $4,159+12.9% | $4,779-1.8% |
| Participant deferral / active EE | $11,182 | $6,075+84.1% | $5,277+111.9% | $5,609+99.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |