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 | $37,073 | $179,726-79.4% | $156,263-76.3% | $142,382-74.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 19.47% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,470 | $5,069-51.3% | $4,333-43.0% | $4,299-42.5% |
| Participant deferral / active EE | $2,470 | $6,956-64.5% | $6,158-59.9% | $6,507-62.0% |
| Admin fee / account holder | $31 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |