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 | $31,405 | $165,984-81.1% | $164,813-80.9% | $145,922-78.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 14.18% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $12,364 | $5,273+134.5% | $4,341+184.8% | $4,660+165.3% |
| Participant deferral / active EE | $3,050 | $6,959-56.2% | $6,031-49.4% | $6,688-54.4% |
| Admin fee / account holder | $167 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |