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 | $37,461 | $114,381-67.2% | $107,525-65.2% | $142,382-73.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.43% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,173 | $4,015-70.8% | $3,754-68.8% | $4,299-72.7% |
| Participant deferral / active EE | $3,428 | $5,564-38.4% | $5,116-33.0% | $6,507-47.3% |
| Admin fee / account holder | $174 | $9,860-98.2% | $8,919-98.1% | $12,624-98.6% |