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 | $25,299 | $108,172-76.6% | $77,482-67.3% | $158,922-84.1% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 20.02% | 31.67%-11.7pp | 54.79%-34.8pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,910 | $1,325+119.6% | $986+195.0% | $4,761-38.9% |
| Participant deferral / active EE | $9,553 | $2,456+288.9% | $1,861+413.3% | $5,982+59.7% |
| Admin fee / account holder | $74 | $3,708-98.0% | $2,858-97.4% | $11,246-99.3% |