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 | $23,342 | $115,770-79.8% | $101,248-76.9% | $158,922-85.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 23.08% | 56.14%-33.1pp | 46.47%-23.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,362 | $4,175-67.4% | $3,660-62.8% | $4,761-71.4% |
| Participant deferral / active EE | $4,206 | $4,957-15.2% | $4,370-3.8% | $5,982-29.7% |
| Admin fee / account holder | $174 | $7,245-97.6% | $5,945-97.1% | $11,246-98.5% |