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 | $45,669 | $179,726-74.6% | $156,263-70.8% | $142,382-67.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 23.50% | 77.86%-54.4pp | 59.47%-36.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,018 | $5,069-60.2% | $4,333-53.4% | $4,299-53.1% |
| Participant deferral / active EE | $5,046 | $6,956-27.5% | $6,158-18.1% | $6,507-22.5% |
| Admin fee / account holder | $107 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |