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 | $33,967 | $106,515-68.1% | $96,683-64.9% | $139,434-75.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 24.99% | 38.43%-13.4pp | 35.69%-10.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,110 | $4,103-72.9% | $3,737-70.3% | $4,751-76.6% |
| Participant deferral / active EE | $7,938 | $5,454+45.5% | $4,878+62.7% | $6,710+18.3% |
| Admin fee / account holder | $242 | $7,877-96.9% | $6,730-96.4% | $11,403-97.9% |