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 | $66,383 | $177,572-62.6% | $154,803-57.1% | $142,382-53.4% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 18.77% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,404 | $4,810-70.8% | $4,305-67.4% | $4,299-67.4% |
| Participant deferral / active EE | $4,955 | $6,272-21.0% | $5,540-10.6% | $6,507-23.9% |
| Admin fee / account holder | $158 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |