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 4-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 | $24,700 | $106,584-76.8% | $101,326-75.6% | $142,382-82.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 19.52% | 36.93%-17.4pp | 36.82%-17.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,670 | $3,956-57.8% | $3,665-54.4% | $4,299-61.1% |
| Participant deferral / active EE | $4,593 | $8,297-44.6% | $7,994-42.5% | $6,507-29.4% |
| Admin fee / account holder | $91 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |