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 | $56,879 | $107,452-47.1% | $91,541-37.9% | $142,382-60.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 19.96% | 22.06%-2.1pp | 20.50%-0.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,736 | $2,994+24.8% | $2,505+49.2% | $4,299-13.1% |
| Participant deferral / active EE | $4,738 | $4,754-0.3% | $4,008+18.2% | $6,507-27.2% |
| Admin fee / account holder | $113 | $8,834-98.7% | $6,956-98.4% | $12,624-99.1% |