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 | $22,765 | $165,335-86.2% | $149,696-84.8% | $158,922-85.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 37.80% | 348.15%-310.3pp | 276.60%-238.8pp | 302.83%-265.0pp |
| Employer contribution / active EE | $2,012 | $5,103-60.6% | $4,644-56.7% | $4,761-57.7% |
| Participant deferral / active EE | $6,510 | $7,181-9.3% | $6,842-4.8% | $5,982+8.8% |
| Admin fee / account holder | $23 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |