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 | $37,632 | $159,602-76.4% | $150,045-74.9% | $142,382-73.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 23.50% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,252 | $4,961-74.8% | $4,693-73.3% | $4,299-70.9% |
| Participant deferral / active EE | $6,969 | $8,310-16.1% | $7,997-12.9% | $6,507+7.1% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |