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 | $30,848 | $106,584-71.1% | $101,326-69.6% | $142,382-78.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 18.61% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,644 | $3,956-33.2% | $3,665-27.9% | $4,299-38.5% |
| Participant deferral / active EE | $2,644 | $8,297-68.1% | $7,994-66.9% | $6,507-59.4% |
| Admin fee / account holder | $13 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |