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 | $48,720 | $214,378-77.3% | $200,582-75.7% | $142,382-65.8% |
| Participation rate | 63.6% | 87.4%-23.8pp | 86.9%-23.2pp | 80.1%-16.5pp |
| Annual return | 21.19% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,707 | $6,841-75.0% | $6,419-73.4% | $4,299-60.3% |
| Participant deferral / active EE | $6,076 | $9,865-38.4% | $9,331-34.9% | $6,507-6.6% |
| Admin fee / account holder | $106 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |