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 | $26,478 | $115,708-77.1% | $65,255-59.4% | $139,434-81.0% |
| Participation rate | 66.7% | 67.8%-1.2pp | 65.0%+1.7pp | 80.3%-13.7pp |
| Annual return | 22.97% | 31.19%-8.2pp | 47.35%-24.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,284 | $2,599-12.1% | $1,691+35.0% | $4,751-51.9% |
| Participant deferral / active EE | $4,777 | $4,240+12.7% | $2,831+68.7% | $6,710-28.8% |
| Admin fee / account holder | $271 | $6,698-96.0% | $4,112-93.4% | $11,403-97.6% |