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 | $46,237 | $115,770-60.1% | $101,248-54.3% | $158,922-70.9% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 27.25% | 56.14%-28.9pp | 46.47%-19.2pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,015 | $4,175-75.7% | $3,660-72.3% | $4,761-78.7% |
| Participant deferral / active EE | $1,869 | $4,957-62.3% | $4,370-57.2% | $5,982-68.8% |
| Admin fee / account holder | $11 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |