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 | $17,481 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 20.46% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,032 | $4,961-79.2% | $4,693-78.0% | $4,299-76.0% |
| Participant deferral / active EE | $4,120 | $8,310-50.4% | $7,997-48.5% | $6,507-36.7% |
| Admin fee / account holder | $109 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |