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 | $69,848 | $127,065-45.0% | $113,168-38.3% | $142,382-50.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 20.45% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,056 | $3,442+17.8% | $2,975+36.3% | $4,299-5.7% |
| Participant deferral / active EE | $6,972 | $5,716+22.0% | $5,107+36.5% | $6,507+7.1% |
| Admin fee / account holder | $237 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |