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 | $30,995 | $214,378-85.5% | $200,582-84.5% | $142,382-78.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 22.65% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,270 | $6,841-52.2% | $6,419-49.1% | $4,299-23.9% |
| Participant deferral / active EE | $11,636 | $9,865+18.0% | $9,331+24.7% | $6,507+78.8% |
| Admin fee / account holder | $95 | $17,692-99.5% | $16,305-99.4% | $12,624-99.2% |