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 | $76,257 | $114,381-33.3% | $107,525-29.1% | $142,382-46.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 20.49% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,605 | $4,015+39.6% | $3,754+49.3% | $4,299+30.4% |
| Participant deferral / active EE | $6,210 | $5,564+11.6% | $5,116+21.4% | $6,507-4.6% |
| Admin fee / account holder | $73 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |