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 5-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 | $39,664 | $114,381-65.3% | $107,525-63.1% | $142,382-72.1% |
| Participation rate | 68.2% | 78.1%-10.0pp | 75.1%-6.9pp | 80.1%-11.9pp |
| Annual return | 22.57% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,355 | $4,015-41.3% | $3,754-37.3% | $4,299-45.2% |
| Participant deferral / active EE | $4,129 | $5,564-25.8% | $5,116-19.3% | $6,507-36.5% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |