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 10-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 | $34,726 | $106,584-67.4% | $101,326-65.7% | $142,382-75.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 18.16% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,438 | $3,956-13.1% | $3,665-6.2% | $4,299-20.0% |
| Participant deferral / active EE | $3,438 | $8,297-58.6% | $7,994-57.0% | $6,507-47.2% |
| Admin fee / account holder | $113 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |