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 | $24,437 | $74,888-67.4% | $71,209-65.7% | $142,382-82.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 26.28% | 345.14%-318.9pp | 282.51%-256.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $3,064 | $2,854+7.3% | $2,721+12.6% | $4,299-28.7% |
| Participant deferral / active EE | $4,870 | $4,454+9.3% | $4,175+16.7% | $6,507-25.2% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |