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 | $36,105 | $74,888-51.8% | $71,209-49.3% | $142,382-74.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 23.54% | 345.14%-321.6pp | 282.51%-259.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,873 | $2,854-34.4% | $2,721-31.2% | $4,299-56.4% |
| Participant deferral / active EE | $5,211 | $4,454+17.0% | $4,175+24.8% | $6,507-19.9% |
| Admin fee / account holder | $192 | $5,568-96.6% | $5,349-96.4% | $12,624-98.5% |