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 6-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 | $29,802 | $154,117-80.7% | $129,995-77.1% | $139,434-78.6% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.5%-51.2pp | 80.3%-53.0pp |
| Annual return | 26.16% | 32.48%-6.3pp | -137.18%+163.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,386 | $5,289-73.8% | $4,320-67.9% | $4,751-70.8% |
| Participant deferral / active EE | $3,582 | $6,710-46.6% | $5,820-38.5% | $6,710-46.6% |
| Admin fee / account holder | $170 | $14,007-98.8% | $10,614-98.4% | $11,403-98.5% |