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 8-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 | $22,457 | $165,335-86.4% | $149,696-85.0% | $158,922-85.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 24.71% | 348.15%-323.4pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,467 | $5,103-71.3% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $8,551 | $7,181+19.1% | $6,842+25.0% | $5,982+42.9% |
| Admin fee / account holder | $204 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |