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 6-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 | $25,288 | $202,432-87.5% | $169,368-85.1% | $139,434-81.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 23.00% | 531.74%-508.7pp | 405.60%-382.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,333 | $4,692-29.0% | $4,013-16.9% | $4,751-29.8% |
| Participant deferral / active EE | $3,333 | $6,938-52.0% | $6,221-46.4% | $6,710-50.3% |
| Admin fee / account holder | $159 | $10,708-98.5% | $9,003-98.2% | $11,403-98.6% |