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 | $29,254 | $177,572-83.5% | $154,803-81.1% | $142,382-79.5% |
| Participation rate | 68.4% | 82.1%-13.6pp | 78.1%-9.6pp | 80.1%-11.7pp |
| Annual return | 17.83% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,201 | $4,810-75.0% | $4,305-72.1% | $4,299-72.1% |
| Participant deferral / active EE | $3,588 | $6,272-42.8% | $5,540-35.2% | $6,507-44.9% |
| Admin fee / account holder | $104 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |