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 5-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 | $25,077 | $99,877-74.9% | $84,966-70.5% | $145,922-82.8% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 8.37% | 83.76%-75.4pp | 66.38%-58.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $898 | $3,231-72.2% | $2,727-67.1% | $4,660-80.7% |
| Participant deferral / active EE | $6,483 | $5,291+22.5% | $4,519+43.4% | $6,688-3.1% |
| Admin fee / account holder | $10 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |