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 | $30,988 | $78,672-60.6% | $109,143-71.6% | $85,850-63.9% |
| Participation rate | 40.6% | 68.3%-27.6pp | 75.9%-35.3pp | 69.3%-28.7pp |
| Annual return | 22.25% | 25.09%-2.8pp | 25.75%-3.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,186 | $2,735-56.6% | $3,722-68.1% | $2,565-53.8% |
| Participant deferral / active EE | $1,962 | $3,467-43.4% | $4,653-57.8% | $3,952-50.3% |
| Admin fee / account holder | $273 | $5,469-95.0% | $6,752-96.0% | $6,260-95.6% |