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 | $35,216 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 20.91% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,945 | $4,810-59.6% | $4,305-54.8% | $4,299-54.8% |
| Participant deferral / active EE | $4,861 | $6,272-22.5% | $5,540-12.3% | $6,507-25.3% |
| Admin fee / account holder | $133 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |