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 | $31,482 | $117,983-73.3% | $101,794-69.1% | $142,382-77.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 27.71% | 36.92%-9.2pp | 30.53%-2.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,729 | $2,773-37.6% | $2,289-24.5% | $4,299-59.8% |
| Participant deferral / active EE | $4,239 | $4,714-10.1% | $4,084+3.8% | $6,507-34.9% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |