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 | $37,633 | $86,891-56.7% | $142,449-73.6% | $75,163-49.9% |
| Participation rate | 53.7% | 68.5%-14.9pp | 76.8%-23.1pp | 67.2%-13.5pp |
| Annual return | 38.33% | 23.31%+15.0pp | 19.99%+18.3pp | 160.62%-122.3pp |
| Employer contribution / active EE | $4,051 | $3,355+20.7% | $4,847-16.4% | $2,670+51.7% |
| Participant deferral / active EE | $7,772 | $4,938+57.4% | $6,283+23.7% | $4,125+88.4% |
| Admin fee / account holder | $183 | $7,299-97.5% | $10,011-98.2% | $5,651-96.8% |