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 | $10,982 | $95,561-88.5% | $77,163-85.8% | $139,434-92.1% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 46.39% | 54.92%-8.5pp | 37.87%+8.5pp | 372.94%-326.5pp |
| Employer contribution / active EE | $3,029 | $3,147-3.8% | $2,535+19.5% | $4,751-36.2% |
| Participant deferral / active EE | $3,602 | $4,624-22.1% | $3,833-6.0% | $6,710-46.3% |
| Admin fee / account holder | $61 | $8,295-99.3% | $5,472-98.9% | $11,403-99.5% |