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 | $53,412 | $99,877-46.5% | $84,966-37.1% | $145,922-63.4% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 9.16% | 83.76%-74.6pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,797 | $3,231-13.5% | $2,727+2.5% | $4,660-40.0% |
| Participant deferral / active EE | $8,611 | $5,291+62.8% | $4,519+90.5% | $6,688+28.8% |
| Admin fee / account holder | $120 | $7,248-98.3% | $6,149-98.1% | $13,397-99.1% |