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 | $35,765 | $177,572-79.9% | $154,803-76.9% | $142,382-74.9% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.1%-39.6pp | 80.1%-41.7pp |
| Annual return | 19.22% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,249 | $4,810-74.0% | $4,305-71.0% | $4,299-70.9% |
| Participant deferral / active EE | $3,065 | $6,272-51.1% | $5,540-44.7% | $6,507-52.9% |
| Admin fee / account holder | $253 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |