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 | $21,185 | $175,202-87.9% | $149,673-85.8% | $139,434-84.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.03% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,076 | $5,474-62.1% | $4,818-56.9% | $4,751-56.3% |
| Participant deferral / active EE | $4,217 | $6,519-35.3% | $5,680-25.8% | $6,710-37.2% |
| Admin fee / account holder | $129 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |