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 | $27,802 | $110,257-74.8% | $96,544-71.2% | $139,434-80.1% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 17.07% | 26.32%-9.2pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,153 | $3,620-68.2% | $2,965-61.1% | $4,751-75.7% |
| Participant deferral / active EE | $5,242 | $5,548-5.5% | $4,851+8.1% | $6,710-21.9% |
| Admin fee / account holder | $69 | $11,591-99.4% | $8,252-99.2% | $11,403-99.4% |