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 | $28,818 | $100,773-71.4% | $88,946-67.6% | $142,382-79.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 18.98% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,823 | $2,918-3.3% | $2,555+10.5% | $4,299-34.3% |
| Participant deferral / active EE | $2,380 | $5,230-54.5% | $4,581-48.0% | $6,507-63.4% |
| Admin fee / account holder | $99 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |