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 | $46,126 | $114,381-59.7% | $107,525-57.1% | $142,382-67.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 27.52% | 242.71%-215.2pp | 181.32%-153.8pp | 217.08%-189.6pp |
| Employer contribution / active EE | $7,096 | $4,015+76.8% | $3,754+89.1% | $4,299+65.1% |
| Participant deferral / active EE | $8,780 | $5,564+57.8% | $5,116+71.6% | $6,507+34.9% |
| Admin fee / account holder | $208 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |