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 | $18,953 | $114,381-83.4% | $107,525-82.4% | $142,382-86.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 29.25% | 242.71%-213.5pp | 181.32%-152.1pp | 217.08%-187.8pp |
| Employer contribution / active EE | $2,240 | $4,015-44.2% | $3,754-40.3% | $4,299-47.9% |
| Participant deferral / active EE | $3,920 | $5,564-29.5% | $5,116-23.4% | $6,507-39.8% |
| Admin fee / account holder | $89 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |