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 | $22,115 | $109,327-79.8% | $89,391-75.3% | $158,922-86.1% |
| Participation rate | 15.0% | 74.3%-59.3pp | 68.0%-53.0pp | 82.0%-67.0pp |
| Annual return | 38.80% | 345.68%-306.9pp | 245.62%-206.8pp | 302.83%-264.0pp |
| Employer contribution / active EE | $645 | $3,170-79.6% | $2,586-75.0% | $4,761-86.4% |
| Participant deferral / active EE | $1,095 | $4,598-76.2% | $3,890-71.9% | $5,982-81.7% |
| Admin fee / account holder | $139 | $6,153-97.7% | $4,881-97.2% | $11,246-98.8% |