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 6-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 | $106,612 | $109,881-3.0% | $150,045-28.9% | $84,808+25.7% |
| Participation rate | 42.5% | 76.1%-33.6pp | 82.3%-39.8pp | 68.3%-25.8pp |
| Annual return | 28.66% | 28.25%+0.4pp | 62.55%-33.9pp | 40.90%-12.2pp |
| Employer contribution / active EE | $1,686 | $3,561-52.7% | $4,693-64.1% | $2,631-35.9% |
| Participant deferral / active EE | $4,506 | $6,636-32.1% | $7,997-43.7% | $4,212+7.0% |
| Admin fee / account holder | $42 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |