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 8-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 | $24,265 | $78,672-69.2% | $109,143-77.8% | $85,850-71.7% |
| Participation rate | 62.2% | 68.3%-6.1pp | 75.9%-13.7pp | 69.3%-7.2pp |
| Annual return | 11.61% | 25.09%-13.5pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $862 | $2,735-68.5% | $3,722-76.8% | $2,565-66.4% |
| Participant deferral / active EE | $2,521 | $3,467-27.3% | $4,653-45.8% | $3,952-36.2% |
| Admin fee / account holder | $275 | $5,469-95.0% | $6,752-95.9% | $6,260-95.6% |