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 | $34,932 | $111,724-68.7% | $93,606-62.7% | $145,922-76.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 13.76% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,217 | $3,090-60.6% | $2,420-49.7% | $4,660-73.9% |
| Participant deferral / active EE | $3,148 | $4,912-35.9% | $4,411-28.6% | $6,688-52.9% |
| Admin fee / account holder | $17 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |