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 | $21,885 | $80,717-72.9% | $154,803-85.9% | $84,808-74.2% |
| Participation rate | 35.4% | 66.8%-31.4pp | 78.1%-42.7pp | 68.3%-32.9pp |
| Annual return | 19.46% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $575 | $2,761-79.2% | $4,305-86.7% | $2,631-78.2% |
| Participant deferral / active EE | $1,524 | $3,303-53.9% | $5,540-72.5% | $4,212-63.8% |
| Admin fee / account holder | $221 | $6,746-96.7% | $14,329-98.5% | $7,344-97.0% |