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 | $35,380 | $177,572-80.1% | $154,803-77.1% | $142,382-75.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 18.06% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,882 | $4,810-60.9% | $4,305-56.3% | $4,299-56.2% |
| Participant deferral / active EE | $2,023 | $6,272-67.7% | $5,540-63.5% | $6,507-68.9% |
| Admin fee / account holder | $219 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |