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 | $35,837 | $154,117-76.7% | $129,995-72.4% | $139,434-74.3% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 20.45% | 32.48%-12.0pp | -137.18%+157.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,397 | $5,289-35.8% | $4,320-21.4% | $4,751-28.5% |
| Participant deferral / active EE | $5,685 | $6,710-15.3% | $5,820-2.3% | $6,710-15.3% |
| Admin fee / account holder | $194 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |