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 | $32,864 | $112,881-70.9% | $90,951-63.9% | $158,922-79.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 20.33% | 215.79%-195.5pp | 134.60%-114.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $717 | $2,893-75.2% | $2,122-66.2% | $4,761-84.9% |
| Participant deferral / active EE | $6,788 | $4,128+64.4% | $3,373+101.2% | $5,982+13.5% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |