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 | $37,466 | $89,753-58.3% | $107,525-65.2% | $84,808-55.8% |
| Participation rate | 56.0% | 68.1%-12.1pp | 75.1%-19.1pp | 68.3%-12.3pp |
| Annual return | 20.33% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,107 | $3,113-32.3% | $3,754-43.9% | $2,631-19.9% |
| Participant deferral / active EE | $3,608 | $4,056-11.1% | $5,116-29.5% | $4,212-14.3% |
| Admin fee / account holder | $237 | $7,222-96.7% | $8,919-97.3% | $7,344-96.8% |