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 | $22,100 | $73,933-70.1% | $96,683-77.1% | $75,163-70.6% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 15.57% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,594 | $2,928+22.8% | $3,737-3.8% | $2,670+34.6% |
| Participant deferral / active EE | $3,594 | $3,659-1.8% | $4,878-26.3% | $4,125-12.9% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |