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 | $16,483 | $51,175-67.8% | $70,515-76.6% | $75,163-78.1% |
| Participation rate | 57.5% | 60.9%-3.4pp | 68.3%-10.8pp | 67.2%-9.7pp |
| Annual return | 21.50% | 30.02%-8.5pp | 32.77%-11.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,249 | $1,826-31.6% | $2,973-58.0% | $2,670-53.2% |
| Participant deferral / active EE | $3,987 | $2,849+39.9% | $4,567-12.7% | $4,125-3.3% |
| Admin fee / account holder | $59 | $4,091-98.6% | $6,412-99.1% | $5,651-99.0% |