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 7-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 | $28,119 | $72,277-61.1% | $101,248-72.2% | $79,858-64.8% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 26.77% | 22.30%+4.5pp | 46.47%-19.7pp | 31.71%-4.9pp |
| Employer contribution / active EE | $2,227 | $2,692-17.3% | $3,660-39.1% | $2,471-9.9% |
| Participant deferral / active EE | $4,087 | $3,282+24.5% | $4,370-6.5% | $3,740+9.3% |
| Admin fee / account holder | $17 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |