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 4-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 | $22,441 | $127,065-82.3% | $113,168-80.2% | $142,382-84.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 19.57% | 24.03%-4.5pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,371 | $3,442-60.2% | $2,975-53.9% | $4,299-68.1% |
| Participant deferral / active EE | $2,044 | $5,716-64.2% | $5,107-60.0% | $6,507-68.6% |
| Admin fee / account holder | $260 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |