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 | $37,945 | $133,922-71.7% | $116,228-67.4% | $142,382-73.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 21.65% | 147.76%-126.1pp | 90.06%-68.4pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,429 | $3,446-0.5% | $2,994+14.5% | $4,299-20.2% |
| Participant deferral / active EE | $3,429 | $5,672-39.5% | $4,953-30.8% | $6,507-47.3% |
| Admin fee / account holder | $253 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |