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 | $65,207 | $109,413-40.4% | $156,263-58.3% | $84,808-23.1% |
| Participation rate | 37.0% | 72.7%-35.7pp | 78.9%-41.9pp | 68.3%-31.3pp |
| Annual return | 18.06% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,515 | $2,907-47.9% | $4,333-65.0% | $2,631-42.4% |
| Participant deferral / active EE | $4,586 | $4,590-0.1% | $6,158-25.5% | $4,212+8.9% |
| Admin fee / account holder | $131 | $9,357-98.6% | $14,255-99.1% | $7,344-98.2% |