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 | $27,667 | $127,065-78.2% | $113,168-75.6% | $142,382-80.6% |
| Participation rate | 45.8% | 79.2%-33.4pp | 76.6%-30.7pp | 80.1%-34.3pp |
| Annual return | 26.36% | 24.03%+2.3pp | 24.27%+2.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,657 | $3,442-22.8% | $2,975-10.7% | $4,299-38.2% |
| Participant deferral / active EE | $3,245 | $5,716-43.2% | $5,107-36.4% | $6,507-50.1% |
| Admin fee / account holder | $104 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |