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 | $28,190 | $117,983-76.1% | $101,794-72.3% | $142,382-80.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 25.03% | 36.92%-11.9pp | 30.53%-5.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,791 | $2,773-35.4% | $2,289-21.8% | $4,299-58.3% |
| Participant deferral / active EE | $3,058 | $4,714-35.1% | $4,084-25.1% | $6,507-53.0% |
| Admin fee / account holder | $180 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |