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 3-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 | $28,886 | $111,754-74.2% | $103,333-72.0% | $145,922-80.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 35.60% | 24.77%+10.8pp | 24.88%+10.7pp | 561.29%-525.7pp |
| Employer contribution / active EE | $1,967 | $4,212-53.3% | $3,868-49.2% | $4,660-57.8% |
| Participant deferral / active EE | $6,068 | $5,619+8.0% | $5,057+20.0% | $6,688-9.3% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |