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 7-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 | $34,502 | $94,338-63.4% | $100,534-65.7% | $142,382-75.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 80.6%-18.1pp | 80.1%-17.6pp |
| Annual return | 20.04% | 29.20%-9.2pp | 32.66%-12.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,961 | $4,237-30.1% | $4,346-31.9% | $4,299-31.1% |
| Participant deferral / active EE | $5,321 | $5,934-10.3% | $6,144-13.4% | $6,507-18.2% |
| Admin fee / account holder | $220 | $8,421-97.4% | $7,654-97.1% | $12,624-98.3% |