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 | $23,599 | $80,717-70.8% | $154,803-84.8% | $84,808-72.2% |
| Participation rate | 58.5% | 66.8%-8.3pp | 78.1%-19.5pp | 68.3%-9.8pp |
| Annual return | 23.47% | 37.96%-14.5pp | 58.88%-35.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,776 | $2,761+0.5% | $4,305-35.5% | $2,631+5.5% |
| Participant deferral / active EE | $890 | $3,303-73.0% | $5,540-83.9% | $4,212-78.9% |
| Admin fee / account holder | $254 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |