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 | $56,769 | $114,381-50.4% | $107,525-47.2% | $142,382-60.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 23.07% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,201 | $4,015-45.2% | $3,754-41.4% | $4,299-48.8% |
| Participant deferral / active EE | $6,924 | $5,564+24.4% | $5,116+35.4% | $6,507+6.4% |
| Admin fee / account holder | $251 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |