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 4-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 | $28,868 | $51,576-44.0% | $129,207-77.7% | $80,856-64.3% |
| Participation rate | 67.9% | 57.0%+10.9pp | 69.6%-1.8pp | 67.6%+0.2pp |
| Annual return | 18.34% | 20.81%-2.5pp | 9417.33%-9399.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $6,546 | $1,584+313.3% | $4,153+57.6% | $2,755+137.6% |
| Participant deferral / active EE | $4,485 | $2,669+68.0% | $4,168+7.6% | $4,296+4.4% |
| Admin fee / account holder | $14 | $4,305-99.7% | $7,715-99.8% | $6,918-99.8% |