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 | $42,125 | $177,572-76.3% | $154,803-72.8% | $142,382-70.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.61% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,307 | $4,810-72.8% | $4,305-69.6% | $4,299-69.6% |
| Participant deferral / active EE | $5,276 | $6,272-15.9% | $5,540-4.8% | $6,507-18.9% |
| Admin fee / account holder | $279 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |