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 | $26,968 | $183,519-85.3% | $155,509-82.7% | $145,922-81.5% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-21.9pp |
| Annual return | 13.49% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,906 | $5,313-64.1% | $4,672-59.2% | $4,660-59.1% |
| Participant deferral / active EE | $5,093 | $6,462-21.2% | $5,626-9.5% | $6,688-23.8% |
| Admin fee / account holder | $270 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |