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 | $26,004 | $157,256-83.5% | $141,162-81.6% | $152,861-83.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 26.55% | 64.32%-37.8pp | 71.39%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,689 | $5,261-29.9% | $4,735-22.1% | $4,762-22.5% |
| Participant deferral / active EE | $6,806 | $7,109-4.3% | $6,709+1.4% | $5,850+16.3% |
| Admin fee / account holder | $123 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |