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 | $61,322 | $60,022+2.2% | $88,946-31.1% | $84,808-27.7% |
| Participation rate | 58.1% | 57.8%+0.2pp | 68.8%-10.8pp | 68.3%-10.2pp |
| Annual return | 19.74% | 22.43%-2.7pp | 57.82%-38.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,751 | $1,703+2.9% | $2,555-31.5% | $2,631-33.4% |
| Participant deferral / active EE | $4,688 | $3,114+50.6% | $4,581+2.3% | $4,212+11.3% |
| Admin fee / account holder | $4 | $4,811-99.9% | $8,261-100.0% | $7,344-99.9% |