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 6-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 | $30,974 | $127,065-75.6% | $113,168-72.6% | $142,382-78.2% |
| Participation rate | 58.3% | 79.2%-20.9pp | 76.6%-18.2pp | 80.1%-21.8pp |
| Annual return | 19.75% | 24.03%-4.3pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,711 | $3,442-50.3% | $2,975-42.5% | $4,299-60.2% |
| Participant deferral / active EE | $3,998 | $5,716-30.1% | $5,107-21.7% | $6,507-38.6% |
| Admin fee / account holder | $12 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |