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 | $43,779 | $104,974-58.3% | $95,585-54.2% | $142,382-69.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 17.43% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,540 | $2,779+27.4% | $2,527+40.1% | $4,299-17.7% |
| Participant deferral / active EE | $3,956 | $4,352-9.1% | $4,023-1.7% | $6,507-39.2% |
| Admin fee / account holder | $98 | $6,386-98.5% | $6,127-98.4% | $12,624-99.2% |