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 | $72,790 | $109,881-33.8% | $150,045-51.5% | $84,808-14.2% |
| Participation rate | 61.8% | 76.1%-14.3pp | 82.3%-20.6pp | 68.3%-6.5pp |
| Annual return | 73.81% | 28.25%+45.6pp | 62.55%+11.3pp | 40.90%+32.9pp |
| Employer contribution / active EE | $3,816 | $3,561+7.1% | $4,693-18.7% | $2,631+45.0% |
| Participant deferral / active EE | $7,378 | $6,636+11.2% | $7,997-7.7% | $4,212+75.2% |
| Admin fee / account holder | $218 | $8,568-97.5% | $13,435-98.4% | $7,344-97.0% |