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 | $46,057 | $100,754-54.3% | $86,677-46.9% | $134,475-65.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 1.98% | 29.04%-27.1pp | 35.91%-33.9pp | 417.96%-416.0pp |
| Employer contribution / active EE | $4,725 | $3,489+35.4% | $2,836+66.6% | $4,740-0.3% |
| Participant deferral / active EE | $13,500 | $5,338+152.9% | $4,656+190.0% | $6,400+110.9% |
| Admin fee / account holder | $50 | $10,926-99.5% | $7,493-99.3% | $11,426-99.6% |