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 9-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 | $36,331 | $163,101-77.7% | $136,749-73.4% | $142,382-74.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 19.67% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,632 | $4,117-36.1% | $3,400-22.6% | $4,299-38.8% |
| Participant deferral / active EE | $3,604 | $5,585-35.5% | $4,692-23.2% | $6,507-44.6% |
| Admin fee / account holder | $19 | $14,318-99.9% | $11,386-99.8% | $12,624-99.9% |