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 | $22,295 | $74,888-70.2% | $71,209-68.7% | $142,382-84.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.76% | 345.14%-324.4pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,850 | $2,854-35.2% | $2,721-32.0% | $4,299-57.0% |
| Participant deferral / active EE | $2,312 | $4,454-48.1% | $4,175-44.6% | $6,507-64.5% |
| Admin fee / account holder | $43 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |