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 | $25,555 | $108,172-76.4% | $77,482-67.0% | $158,922-83.9% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 11.44% | 31.67%-20.2pp | 54.79%-43.3pp | 302.83%-291.4pp |
| Employer contribution / active EE | $5,740 | $1,325+333.2% | $986+481.9% | $4,761+20.6% |
| Participant deferral / active EE | $2,438 | $2,456-0.8% | $1,861+31.0% | $5,982-59.3% |
| Admin fee / account holder | $228 | $3,708-93.8% | $2,858-92.0% | $11,246-98.0% |