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 9-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 | $38,900 | $152,587-74.5% | $125,175-68.9% | $152,861-74.6% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 24.19% | 54.84%-30.7pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $993 | $4,946-79.9% | $3,865-74.3% | $4,762-79.2% |
| Participant deferral / active EE | $5,529 | $5,868-5.8% | $4,937+12.0% | $5,850-5.5% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |