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 | $56,616 | $109,413-48.3% | $156,263-63.8% | $84,808-33.2% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 22.52% | 20.18%+2.3pp | 59.47%-36.9pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,939 | $2,907+1.1% | $4,333-32.2% | $2,631+11.7% |
| Participant deferral / active EE | $5,168 | $4,590+12.6% | $6,158-16.1% | $4,212+22.7% |
| Admin fee / account holder | $252 | $9,357-97.3% | $14,255-98.2% | $7,344-96.6% |