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 | $26,739 | $106,584-74.9% | $101,326-73.6% | $142,382-81.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 25.61% | 36.93%-11.3pp | 36.82%-11.2pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,858 | $3,956-53.0% | $3,665-49.3% | $4,299-56.8% |
| Participant deferral / active EE | $4,917 | $8,297-40.7% | $7,994-38.5% | $6,507-24.4% |
| Admin fee / account holder | $104 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |