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 6-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 | $32,310 | $165,335-80.5% | $149,696-78.4% | $158,922-79.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.23% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,232 | $5,103-56.3% | $4,644-51.9% | $4,761-53.1% |
| Participant deferral / active EE | $4,106 | $7,181-42.8% | $6,842-40.0% | $5,982-31.4% |
| Admin fee / account holder | $228 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |