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 | $38,036 | $80,717-52.9% | $154,803-75.4% | $84,808-55.2% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 20.34% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,783 | $2,761+0.8% | $4,305-35.4% | $2,631+5.8% |
| Participant deferral / active EE | $4,286 | $3,303+29.8% | $5,540-22.6% | $4,212+1.8% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |