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 | $35,133 | $117,983-70.2% | $101,794-65.5% | $142,382-75.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 23.01% | 36.92%-13.9pp | 30.53%-7.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,009 | $2,773+44.6% | $2,289+75.1% | $4,299-6.7% |
| Participant deferral / active EE | $4,873 | $4,714+3.4% | $4,084+19.3% | $6,507-25.1% |
| Admin fee / account holder | $185 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |