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 | $40,485 | $202,432-80.0% | $169,368-76.1% | $139,434-71.0% |
| Participation rate | 36.4% | 81.1%-44.7pp | 77.1%-40.8pp | 80.3%-44.0pp |
| Annual return | 15.54% | 531.74%-516.2pp | 405.60%-390.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $648 | $4,692-86.2% | $4,013-83.9% | $4,751-86.4% |
| Participant deferral / active EE | $3,522 | $6,938-49.2% | $6,221-43.4% | $6,710-47.5% |
| Admin fee / account holder | $219 | $10,708-98.0% | $9,003-97.6% | $11,403-98.1% |