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 8-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 | $21,233 | $77,419-72.6% | $69,455-69.4% | $152,861-86.1% |
| Participation rate | 59.1% | 78.1%-19.0pp | 74.6%-15.5pp | 82.4%-23.4pp |
| Annual return | 25.91% | 39.06%-13.1pp | 28.97%-3.1pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,029 | $3,315-8.7% | $2,779+9.0% | $4,762-36.4% |
| Participant deferral / active EE | $6,499 | $4,414+47.3% | $3,535+83.8% | $5,850+11.1% |
| Admin fee / account holder | $248 | $6,207-96.0% | $3,839-93.5% | $11,596-97.9% |