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 | $45,456 | $107,452-57.7% | $91,541-50.3% | $142,382-68.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 21.04% | 22.06%-1.0pp | 20.50%+0.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,538 | $2,994-48.6% | $2,505-38.6% | $4,299-64.2% |
| Participant deferral / active EE | $1,538 | $4,754-67.6% | $4,008-61.6% | $6,507-76.4% |
| Admin fee / account holder | $278 | $8,834-96.9% | $6,956-96.0% | $12,624-97.8% |