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 | $25,437 | $159,602-84.1% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 42.62% | 70.24%-27.6pp | 62.55%-19.9pp | 217.08%-174.5pp |
| Employer contribution / active EE | $7,299 | $4,961+47.1% | $4,693+55.5% | $4,299+69.8% |
| Participant deferral / active EE | $3,361 | $8,310-59.6% | $7,997-58.0% | $6,507-48.4% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |