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 5-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 | $81,840 | $133,922-38.9% | $116,228-29.6% | $142,382-42.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 17.56% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,370 | $3,446-31.2% | $2,994-20.9% | $4,299-44.9% |
| Participant deferral / active EE | $5,766 | $5,672+1.7% | $4,953+16.4% | $6,507-11.4% |
| Admin fee / account holder | $10 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |