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 | $32,382 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 23.41% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,815 | $4,810-41.5% | $4,305-34.6% | $4,299-34.5% |
| Participant deferral / active EE | $5,069 | $6,272-19.2% | $5,540-8.5% | $6,507-22.1% |
| Admin fee / account holder | $135 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |