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 | $35,166 | $179,726-80.4% | $156,263-77.5% | $142,382-75.3% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 32.18% | 77.86%-45.7pp | 59.47%-27.3pp | 217.08%-184.9pp |
| Employer contribution / active EE | $2,462 | $5,069-51.4% | $4,333-43.2% | $4,299-42.7% |
| Participant deferral / active EE | $6,683 | $6,956-3.9% | $6,158+8.5% | $6,507+2.7% |
| Admin fee / account holder | $10 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |