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 | $24,288 | $103,376-76.5% | $87,100-72.1% | $152,861-84.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 16.42% | 28.10%-11.7pp | 28.19%-11.8pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,864 | $3,220+51.0% | $2,521+92.9% | $4,762+2.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $101 | $12,205-99.2% | $7,497-98.7% | $11,596-99.1% |