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 | $29,237 | $114,381-74.4% | $107,525-72.8% | $142,382-79.5% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.1%-35.9pp | 80.1%-41.0pp |
| Annual return | 28.07% | 242.71%-214.6pp | 181.32%-153.2pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,154 | $4,015-46.4% | $3,754-42.6% | $4,299-49.9% |
| Participant deferral / active EE | $2,866 | $5,564-48.5% | $5,116-44.0% | $6,507-56.0% |
| Admin fee / account holder | $22 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |