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 | $30,790 | $81,460-62.2% | $103,333-70.2% | $80,856-61.9% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.6%-4.7pp |
| Annual return | 15.49% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,167 | $3,105+34.2% | $3,868+7.7% | $2,755+51.3% |
| Participant deferral / active EE | $4,802 | $3,869+24.1% | $5,057-5.1% | $4,296+11.8% |
| Admin fee / account holder | $296 | $6,566-95.5% | $8,355-96.5% | $6,918-95.7% |