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 | $17,371 | $117,983-85.3% | $101,794-82.9% | $142,382-87.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 27.74% | 36.92%-9.2pp | 30.53%-2.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,727 | $2,773-37.7% | $2,289-24.6% | $4,299-59.8% |
| Participant deferral / active EE | $3,453 | $4,714-26.7% | $4,084-15.4% | $6,507-46.9% |
| Admin fee / account holder | $89 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |