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 | $25,117 | $149,734-83.2% | $118,925-78.9% | $158,922-84.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 24.84% | 19.95%+4.9pp | 35.88%-11.0pp | 302.83%-278.0pp |
| Employer contribution / active EE | $993 | $4,115-75.9% | $3,263-69.6% | $4,761-79.1% |
| Participant deferral / active EE | $3,210 | $5,223-38.5% | $4,265-24.7% | $5,982-46.3% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |