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 | $24,397 | $106,584-77.1% | $101,326-75.9% | $142,382-82.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 27.38% | 36.93%-9.5pp | 36.82%-9.4pp | 217.08%-189.7pp |
| Employer contribution / active EE | $3,143 | $3,956-20.5% | $3,665-14.2% | $4,299-26.9% |
| Participant deferral / active EE | $6,712 | $8,297-19.1% | $7,994-16.0% | $6,507+3.1% |
| Admin fee / account holder | $199 | $11,446-98.3% | $11,185-98.2% | $12,624-98.4% |