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 5-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 | $37,374 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 22.67% | 46.41%-23.7pp | 42.33%-19.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,298 | $6,841-66.4% | $6,419-64.2% | $4,299-46.5% |
| Participant deferral / active EE | $4,306 | $9,865-56.3% | $9,331-53.9% | $6,507-33.8% |
| Admin fee / account holder | $60 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |