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 | $33,693 | $165,335-79.6% | $149,696-77.5% | $158,922-78.8% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 35.78% | 348.15%-312.4pp | 276.60%-240.8pp | 302.83%-267.0pp |
| Employer contribution / active EE | $7,492 | $5,103+46.8% | $4,644+61.3% | $4,761+57.4% |
| Participant deferral / active EE | $4,468 | $7,181-37.8% | $6,842-34.7% | $5,982-25.3% |
| Admin fee / account holder | $42 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |