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 | $28,451 | $74,888-62.0% | $71,209-60.0% | $142,382-80.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 24.59% | 345.14%-320.6pp | 282.51%-257.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,750 | $2,854-3.6% | $2,721+1.1% | $4,299-36.0% |
| Participant deferral / active EE | $3,435 | $4,454-22.9% | $4,175-17.7% | $6,507-47.2% |
| Admin fee / account holder | $83 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |