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 | $19,130 | $159,602-88.0% | $150,045-87.3% | $142,382-86.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 26.66% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,069 | $4,961-58.3% | $4,693-55.9% | $4,299-51.9% |
| Participant deferral / active EE | $2,586 | $8,310-68.9% | $7,997-67.7% | $6,507-60.3% |
| Admin fee / account holder | $114 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |