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 | $41,625 | $159,602-73.9% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 43.69% | 70.24%-26.6pp | 62.55%-18.9pp | 217.08%-173.4pp |
| Employer contribution / active EE | $2,776 | $4,961-44.0% | $4,693-40.8% | $4,299-35.4% |
| Participant deferral / active EE | $5,354 | $8,310-35.6% | $7,997-33.0% | $6,507-17.7% |
| Admin fee / account holder | $183 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |