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 | $26,278 | $165,335-84.1% | $149,696-82.4% | $158,922-83.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 36.78% | 348.15%-311.4pp | 276.60%-239.8pp | 302.83%-266.0pp |
| Employer contribution / active EE | $3,098 | $5,103-39.3% | $4,644-33.3% | $4,761-34.9% |
| Participant deferral / active EE | $5,208 | $7,181-27.5% | $6,842-23.9% | $5,982-12.9% |
| Admin fee / account holder | $197 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |