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 | $93,426 | $100,326-6.9% | $180,183-48.1% | $84,808+10.2% |
| Participation rate | 45.2% | 71.0%-25.8pp | 77.4%-32.3pp | 68.3%-23.1pp |
| Annual return | 18.25% | 17.86%+0.4pp | 27.86%-9.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,720 | $3,269-47.4% | $5,039-65.9% | $2,631-34.6% |
| Participant deferral / active EE | $3,851 | $5,066-24.0% | $6,822-43.5% | $4,212-8.6% |
| Admin fee / account holder | $204 | $9,674-97.9% | $19,975-99.0% | $7,344-97.2% |