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 3-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 | $36,998 | $163,101-77.3% | $136,749-72.9% | $142,382-74.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 28.06% | 27.54%+0.5pp | 24.33%+3.7pp | 217.08%-189.0pp |
| Employer contribution / active EE | $4,000 | $4,117-2.8% | $3,400+17.7% | $4,299-7.0% |
| Participant deferral / active EE | $5,972 | $5,585+6.9% | $4,692+27.3% | $6,507-8.2% |
| Admin fee / account holder | $179 | $14,318-98.8% | $11,386-98.4% | $12,624-98.6% |