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 | $29,599 | $165,335-82.1% | $149,696-80.2% | $158,922-81.4% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 24.59% | 348.15%-323.6pp | 276.60%-252.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,570 | $5,103-49.6% | $4,644-44.7% | $4,761-46.0% |
| Participant deferral / active EE | $6,144 | $7,181-14.4% | $6,842-10.2% | $5,982+2.7% |
| Admin fee / account holder | $275 | $10,807-97.5% | $9,309-97.0% | $11,246-97.6% |