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 | $94,161 | $127,065-25.9% | $113,168-16.8% | $142,382-33.9% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 20.61% | 24.03%-3.4pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,368 | $3,442-2.2% | $2,975+13.2% | $4,299-21.7% |
| Participant deferral / active EE | $24,081 | $5,716+321.3% | $5,107+371.6% | $6,507+270.1% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |