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 8-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 | $26,449 | $177,572-85.1% | $154,803-82.9% | $142,382-81.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 13.92% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,207 | $4,810-54.1% | $4,305-48.8% | $4,299-48.7% |
| Participant deferral / active EE | $2,759 | $6,272-56.0% | $5,540-50.2% | $6,507-57.6% |
| Admin fee / account holder | $194 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |