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 | $35,594 | $117,983-69.8% | $101,794-65.0% | $142,382-75.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 21.98% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,475 | $2,773-10.7% | $2,289+8.1% | $4,299-42.4% |
| Participant deferral / active EE | $9,182 | $4,714+94.8% | $4,084+124.8% | $6,507+41.1% |
| Admin fee / account holder | $102 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |