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 | $45,386 | $177,572-74.4% | $154,803-70.7% | $142,382-68.1% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 20.22% | 65.07%-44.8pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,180 | $4,810-75.5% | $4,305-72.6% | $4,299-72.5% |
| Participant deferral / active EE | $2,065 | $6,272-67.1% | $5,540-62.7% | $6,507-68.3% |
| Admin fee / account holder | $283 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |