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 | $36,677 | $159,602-77.0% | $150,045-75.6% | $142,382-74.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 23.25% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,655 | $4,961-46.5% | $4,693-43.4% | $4,299-38.3% |
| Participant deferral / active EE | $5,697 | $8,310-31.4% | $7,997-28.8% | $6,507-12.4% |
| Admin fee / account holder | $110 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |