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 | $37,739 | $89,753-58.0% | $107,525-64.9% | $84,808-55.5% |
| Participation rate | 60.6% | 68.1%-7.5pp | 75.1%-14.5pp | 68.3%-7.7pp |
| Annual return | 21.00% | 29.48%-8.5pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,651 | $3,113-47.0% | $3,754-56.0% | $2,631-37.3% |
| Participant deferral / active EE | $3,693 | $4,056-8.9% | $5,116-27.8% | $4,212-12.3% |
| Admin fee / account holder | $69 | $7,222-99.0% | $8,919-99.2% | $7,344-99.1% |