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 3-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 | $60,078 | $109,413-45.1% | $156,263-61.6% | $84,808-29.2% |
| Participation rate | 48.1% | 72.7%-24.5pp | 78.9%-30.8pp | 68.3%-20.2pp |
| Annual return | 100.71% | 20.18%+80.5pp | 59.47%+41.2pp | 40.90%+59.8pp |
| Employer contribution / active EE | $2,191 | $2,907-24.6% | $4,333-49.4% | $2,631-16.7% |
| Participant deferral / active EE | $4,203 | $4,590-8.4% | $6,158-31.8% | $4,212-0.2% |
| Admin fee / account holder | $106 | $9,357-98.9% | $14,255-99.3% | $7,344-98.6% |