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 | $23,572 | $89,753-73.7% | $107,525-78.1% | $84,808-72.2% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 25.93% | 29.48%-3.5pp | 181.32%-155.4pp | 40.90%-15.0pp |
| Employer contribution / active EE | $2,400 | $3,113-22.9% | $3,754-36.0% | $2,631-8.8% |
| Participant deferral / active EE | $4,367 | $4,056+7.7% | $5,116-14.6% | $4,212+3.7% |
| Admin fee / account holder | $115 | $7,222-98.4% | $8,919-98.7% | $7,344-98.4% |