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 | $26,294 | $100,773-73.9% | $88,946-70.4% | $142,382-81.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 18.27% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,489 | $2,918-49.0% | $2,555-41.7% | $4,299-65.4% |
| Participant deferral / active EE | $3,341 | $5,230-36.1% | $4,581-27.1% | $6,507-48.7% |
| Admin fee / account holder | $122 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |