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 | $63,414 | $159,602-60.3% | $150,045-57.7% | $142,382-55.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 29.31% | 70.24%-40.9pp | 62.55%-33.2pp | 217.08%-187.8pp |
| Employer contribution / active EE | $1,400 | $4,961-71.8% | $4,693-70.2% | $4,299-67.4% |
| Participant deferral / active EE | $11,900 | $8,310+43.2% | $7,997+48.8% | $6,507+82.9% |
| Admin fee / account holder | $98 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |