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 | $32,147 | $104,974-69.4% | $95,585-66.4% | $142,382-77.4% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 21.90% | 210.33%-188.4pp | 38.56%-16.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,659 | $2,779-40.3% | $2,527-34.3% | $4,299-61.4% |
| Participant deferral / active EE | $11,323 | $4,352+160.2% | $4,023+181.5% | $6,507+74.0% |
| Admin fee / account holder | $99 | $6,386-98.4% | $6,127-98.4% | $12,624-99.2% |