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 | $46,822 | $165,984-71.8% | $164,813-71.6% | $145,922-67.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 18.21% | 100.03%-81.8pp | 69.93%-51.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,185 | $5,273-58.6% | $4,341-49.7% | $4,660-53.1% |
| Participant deferral / active EE | $2,907 | $6,959-58.2% | $6,031-51.8% | $6,688-56.5% |
| Admin fee / account holder | $162 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |