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 7-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 | $74,217 | $114,381-35.1% | $107,525-31.0% | $142,382-47.9% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.1%-16.3pp | 80.1%-21.3pp |
| Annual return | 20.66% | 242.71%-222.0pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $852 | $4,015-78.8% | $3,754-77.3% | $4,299-80.2% |
| Participant deferral / active EE | $4,770 | $5,564-14.3% | $5,116-6.8% | $6,507-26.7% |
| Admin fee / account holder | $102 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |