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 5-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 | $22,940 | $73,933-69.0% | $96,683-76.3% | $75,163-69.5% |
| Participation rate | 48.3% | 66.4%-18.1pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 26.98% | 26.70%+0.3pp | 35.69%-8.7pp | 160.62%-133.6pp |
| Employer contribution / active EE | $2,038 | $2,928-30.4% | $3,737-45.5% | $2,670-23.7% |
| Participant deferral / active EE | $4,217 | $3,659+15.2% | $4,878-13.6% | $4,125+2.2% |
| Admin fee / account holder | $206 | $5,216-96.1% | $6,730-96.9% | $5,651-96.4% |