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 | $70,423 | $89,753-21.5% | $107,525-34.5% | $84,808-17.0% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 22.09% | 29.48%-7.4pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,684 | $3,113-13.8% | $3,754-28.5% | $2,631+2.0% |
| Participant deferral / active EE | $5,095 | $4,056+25.6% | $5,116-0.4% | $4,212+21.0% |
| Admin fee / account holder | $289 | $7,222-96.0% | $8,919-96.8% | $7,344-96.1% |