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 | $26,454 | $106,584-75.2% | $101,326-73.9% | $142,382-81.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 29.00% | 36.93%-7.9pp | 36.82%-7.8pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,451 | $3,956-63.3% | $3,665-60.4% | $4,299-66.3% |
| Participant deferral / active EE | $5,749 | $8,297-30.7% | $7,994-28.1% | $6,507-11.7% |
| Admin fee / account holder | $46 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |