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 | $32,607 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 31.39% | 70.24%-38.9pp | 62.55%-31.2pp | 217.08%-185.7pp |
| Employer contribution / active EE | $1,403 | $4,961-71.7% | $4,693-70.1% | $4,299-67.4% |
| Participant deferral / active EE | $8,113 | $8,310-2.4% | $7,997+1.4% | $6,507+24.7% |
| Admin fee / account holder | $49 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |