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 | $26,674 | $112,881-76.4% | $90,951-70.7% | $158,922-83.2% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 15.46% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,586 | $2,893-45.2% | $2,122-25.3% | $4,761-66.7% |
| Participant deferral / active EE | $2,171 | $4,128-47.4% | $3,373-35.6% | $5,982-63.7% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |