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 3-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 | $7,743 | $104,974-92.6% | $95,585-91.9% | $142,382-94.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 20.70% | 210.33%-189.6pp | 38.56%-17.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,323 | $2,779-52.4% | $2,527-47.6% | $4,299-69.2% |
| Participant deferral / active EE | $1,654 | $4,352-62.0% | $4,023-58.9% | $6,507-74.6% |
| Admin fee / account holder | $44 | $6,386-99.3% | $6,127-99.3% | $12,624-99.7% |