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 | $73,803 | $106,584-30.8% | $101,326-27.2% | $142,382-48.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 25.92% | 36.93%-11.0pp | 36.82%-10.9pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,100 | $3,956+3.6% | $3,665+11.9% | $4,299-4.6% |
| Participant deferral / active EE | $4,100 | $8,297-50.6% | $7,994-48.7% | $6,507-37.0% |
| Admin fee / account holder | $297 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |