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 | $61,496 | $114,381-46.2% | $107,525-42.8% | $142,382-56.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 17.42% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,802 | $4,015-30.2% | $3,754-25.4% | $4,299-34.8% |
| Participant deferral / active EE | $9,777 | $5,564+75.7% | $5,116+91.1% | $6,507+50.2% |
| Admin fee / account holder | $279 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |