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 | $24,306 | $109,327-77.8% | $89,391-72.8% | $158,922-84.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 28.15% | 345.68%-317.5pp | 245.62%-217.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,413 | $3,170-55.4% | $2,586-45.4% | $4,761-70.3% |
| Participant deferral / active EE | $1,733 | $4,598-62.3% | $3,890-55.5% | $5,982-71.0% |
| Admin fee / account holder | $245 | $6,153-96.0% | $4,881-95.0% | $11,246-97.8% |