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 | $69,712 | $214,378-67.5% | $200,582-65.2% | $142,382-51.0% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 16.32% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,625 | $6,841-61.6% | $6,419-59.1% | $4,299-38.9% |
| Participant deferral / active EE | $3,629 | $9,865-63.2% | $9,331-61.1% | $6,507-44.2% |
| Admin fee / account holder | $273 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |