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 | $36,198 | $201,272-82.0% | $184,203-80.3% | $145,922-75.2% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.0pp |
| Annual return | 30.85% | 29.00%+1.8pp | 28.81%+2.0pp | 561.29%-530.4pp |
| Employer contribution / active EE | $4,123 | $7,022-41.3% | $6,427-35.8% | $4,660-11.5% |
| Participant deferral / active EE | $5,678 | $9,806-42.1% | $9,131-37.8% | $6,688-15.1% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |