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 10-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 | $15,008 | $104,907-85.7% | $84,611-82.3% | $152,861-90.2% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 15.17% | 373.79%-358.6pp | 258.74%-243.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,210 | $3,302-33.1% | $2,652-16.7% | $4,762-53.6% |
| Participant deferral / active EE | $6,327 | $4,688+35.0% | $3,899+62.3% | $5,850+8.1% |
| Admin fee / account holder | $136 | $6,241-97.8% | $4,912-97.2% | $11,596-98.8% |