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 | $24,005 | $183,519-86.9% | $155,509-84.6% | $145,922-83.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 12.87% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,052 | $5,313-61.4% | $4,672-56.1% | $4,660-56.0% |
| Participant deferral / active EE | $3,226 | $6,462-50.1% | $5,626-42.7% | $6,688-51.8% |
| Admin fee / account holder | $167 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |