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 | $43,789 | $99,918-56.2% | $81,382-46.2% | $145,922-70.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 11.94% | 34.32%-22.4pp | 24.73%-12.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,379 | $2,978-20.1% | $2,463-3.4% | $4,660-48.9% |
| Participant deferral / active EE | $7,741 | $4,605+68.1% | $3,883+99.4% | $6,688+15.8% |
| Admin fee / account holder | $221 | $8,212-97.3% | $5,768-96.2% | $13,397-98.4% |