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 3-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 | $37,016 | $117,983-68.6% | $101,794-63.6% | $142,382-74.0% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 22.15% | 36.92%-14.8pp | 30.53%-8.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,304 | $2,773-16.9% | $2,289+0.6% | $4,299-46.4% |
| Participant deferral / active EE | $6,553 | $4,714+39.0% | $4,084+60.5% | $6,507+0.7% |
| Admin fee / account holder | $82 | $10,433-99.2% | $8,777-99.1% | $12,624-99.3% |