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 | $23,962 | $117,841-79.7% | $102,423-76.6% | $145,922-83.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 19.94% | 31.65%-11.7pp | 29.32%-9.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $10,519 | $3,615+191.0% | $3,023+247.9% | $4,660+125.8% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $185 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |