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 | $28,997 | $99,877-71.0% | $84,966-65.9% | $145,922-80.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.34% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,947 | $3,231-8.8% | $2,727+8.1% | $4,660-36.8% |
| Participant deferral / active EE | $11,613 | $5,291+119.5% | $4,519+157.0% | $6,688+73.7% |
| Admin fee / account holder | $186 | $7,248-97.4% | $6,149-97.0% | $13,397-98.6% |