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 9-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 | $25,633 | $106,515-75.9% | $96,683-73.5% | $139,434-81.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 36.51% | 38.43%-1.9pp | 35.69%+0.8pp | 372.94%-336.4pp |
| Employer contribution / active EE | $1,143 | $4,103-72.1% | $3,737-69.4% | $4,751-75.9% |
| Participant deferral / active EE | $6,540 | $5,454+19.9% | $4,878+34.1% | $6,710-2.5% |
| Admin fee / account holder | $50 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |