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 10-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 | $28,530 | $98,750-71.1% | $149,696-80.9% | $79,858-64.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 15.48% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,169 | $3,216-32.6% | $4,644-53.3% | $2,471-12.2% |
| Participant deferral / active EE | $4,597 | $5,680-19.1% | $6,842-32.8% | $3,740+22.9% |
| Admin fee / account holder | $236 | $6,053-96.1% | $9,309-97.5% | $5,306-95.6% |