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 5-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 | $15,905 | $53,516-70.3% | $126,539-87.4% | $84,808-81.2% |
| Participation rate | 19.5% | 58.2%-38.7pp | 69.8%-50.3pp | 68.3%-48.8pp |
| Annual return | 19.51% | 58.34%-38.8pp | 425.95%-406.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $284 | $1,535-81.5% | $3,674-92.3% | $2,631-89.2% |
| Participant deferral / active EE | $782 | $2,671-70.7% | $4,083-80.8% | $4,212-81.4% |
| Admin fee / account holder | $108 | $4,497-97.6% | $6,065-98.2% | $7,344-98.5% |