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 | $37,721 | $64,121-41.2% | $78,805-52.1% | $116,875-67.7% |
| Participation rate | 65.1% | 71.0%-5.8pp | 73.6%-8.5pp | 74.5%-9.4pp |
| Annual return | 19.47% | 16.32%+3.1pp | -2.71%+22.2pp | 16.29%+3.2pp |
| Employer contribution / active EE | $1,957 | $2,257-13.3% | $4,059-51.8% | $3,288-40.5% |
| Participant deferral / active EE | $4,325 | $2,757+56.9% | $3,584+20.7% | $3,885+11.3% |
| Admin fee / account holder | $278 | $5,745-95.2% | $5,677-95.1% | $12,263-97.7% |