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 | $31,507 | $127,065-75.2% | $113,168-72.2% | $142,382-77.9% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 30.55% | 24.03%+6.5pp | 24.27%+6.3pp | 217.08%-186.5pp |
| Employer contribution / active EE | $1,496 | $3,442-56.5% | $2,975-49.7% | $4,299-65.2% |
| Participant deferral / active EE | $3,671 | $5,716-35.8% | $5,107-28.1% | $6,507-43.6% |
| Admin fee / account holder | $27 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |