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 10-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 | $46,310 | $91,190-49.2% | $178,490-74.1% | $79,858-42.0% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 21.87% | 24.19%-2.3pp | 151.07%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $4,583 | $3,256+40.8% | $5,011-8.5% | $2,471+85.5% |
| Participant deferral / active EE | $2,808 | $3,236-13.2% | $5,202-46.0% | $3,740-24.9% |
| Admin fee / account holder | $186 | $6,751-97.2% | $13,984-98.7% | $5,306-96.5% |