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 | $34,742 | $74,888-53.6% | $71,209-51.2% | $142,382-75.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 19.50% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,235 | $2,854+153.5% | $2,721+165.9% | $4,299+68.3% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $248 | $5,568-95.5% | $5,349-95.4% | $12,624-98.0% |