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 | $54,598 | $114,381-52.3% | $107,525-49.2% | $142,382-61.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.61% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,773 | $4,015-30.9% | $3,754-26.1% | $4,299-35.5% |
| Participant deferral / active EE | $5,190 | $5,564-6.7% | $5,116+1.5% | $6,507-20.2% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |