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 | $45,390 | $117,983-61.5% | $101,794-55.4% | $142,382-68.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 24.82% | 36.92%-12.1pp | 30.53%-5.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,580 | $2,773-7.0% | $2,289+12.7% | $4,299-40.0% |
| Participant deferral / active EE | $3,225 | $4,714-31.6% | $4,084-21.0% | $6,507-50.4% |
| Admin fee / account holder | $206 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |