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 | $39,283 | $85,022-53.8% | $70,515-44.3% | $139,434-71.8% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.3%-12.8pp | 80.3%-24.8pp |
| Annual return | 31.14% | 30.38%+0.8pp | 32.77%-1.6pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,043 | $3,909-73.3% | $2,973-64.9% | $4,751-78.1% |
| Participant deferral / active EE | $9,630 | $5,890+63.5% | $4,567+110.9% | $6,710+43.5% |
| Admin fee / account holder | $215 | $8,906-97.6% | $6,412-96.6% | $11,403-98.1% |