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 | $32,404 | $77,899-58.4% | $149,673-78.4% | $75,163-56.9% |
| Participation rate | 41.2% | 65.6%-24.4pp | 78.8%-37.6pp | 67.2%-26.0pp |
| Annual return | 28.74% | 31.72%-3.0pp | 134.42%-105.7pp | 160.62%-131.9pp |
| Employer contribution / active EE | $2,480 | $3,137-20.9% | $4,818-48.5% | $2,670-7.1% |
| Participant deferral / active EE | $5,285 | $3,411+54.9% | $5,680-6.9% | $4,125+28.1% |
| Admin fee / account holder | $159 | $5,956-97.3% | $13,210-98.8% | $5,651-97.2% |