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 | $25,963 | $90,348-71.3% | $75,972-65.8% | $145,922-82.2% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.1%-5.9pp | 80.3%-17.1pp |
| Annual return | 12.66% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,833 | $3,311-44.6% | $2,685-31.7% | $4,660-60.7% |
| Participant deferral / active EE | $4,283 | $5,162-17.0% | $4,255+0.6% | $6,688-36.0% |
| Admin fee / account holder | $112 | $8,467-98.7% | $6,467-98.3% | $13,397-99.2% |