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 | $59,396 | $114,381-48.1% | $107,525-44.8% | $142,382-58.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.28% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,731 | $4,015-56.9% | $3,754-53.9% | $4,299-59.7% |
| Participant deferral / active EE | $1,979 | $5,564-64.4% | $5,116-61.3% | $6,507-69.6% |
| Admin fee / account holder | $277 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |