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 | $21,896 | $115,770-81.1% | $101,248-78.4% | $158,922-86.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 60.45% | 56.14%+4.3pp | 46.47%+14.0pp | 302.83%-242.4pp |
| Employer contribution / active EE | $2,500 | $4,175-40.1% | $3,660-31.7% | $4,761-47.5% |
| Participant deferral / active EE | $6,700 | $4,957+35.2% | $4,370+53.3% | $5,982+12.0% |
| Admin fee / account holder | $90 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |