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 | $50,950 | $159,602-68.1% | $150,045-66.0% | $142,382-64.2% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 23.59% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,880 | $4,961-41.9% | $4,693-38.6% | $4,299-33.0% |
| Participant deferral / active EE | $2,880 | $8,310-65.3% | $7,997-64.0% | $6,507-55.7% |
| Admin fee / account holder | $173 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |