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 | $26,245 | $48,795-46.2% | $65,493-59.9% | $84,808-69.1% |
| Participation rate | 63.6% | 67.0%-3.3pp | 73.1%-9.5pp | 68.3%-4.7pp |
| Annual return | 20.19% | 20.20%0pp | 982.45%-962.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,951 | $1,930+1.1% | $2,574-24.2% | $2,631-25.8% |
| Participant deferral / active EE | $4,329 | $2,928+47.8% | $3,961+9.3% | $4,212+2.8% |
| Admin fee / account holder | $105 | $3,877-97.3% | $5,028-97.9% | $7,344-98.6% |