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 | $28,970 | $202,432-85.7% | $169,368-82.9% | $139,434-79.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 23.71% | 531.74%-508.0pp | 405.60%-381.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,275 | $4,692-72.8% | $4,013-68.2% | $4,751-73.2% |
| Participant deferral / active EE | $3,613 | $6,938-47.9% | $6,221-41.9% | $6,710-46.2% |
| Admin fee / account holder | $34 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |