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 | $26,842 | $74,888-64.2% | $71,209-62.3% | $142,382-81.1% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 19.34% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,150 | $2,854-59.7% | $2,721-57.7% | $4,299-73.3% |
| Participant deferral / active EE | $2,455 | $4,454-44.9% | $4,175-41.2% | $6,507-62.3% |
| Admin fee / account holder | $57 | $5,568-99.0% | $5,349-98.9% | $12,624-99.6% |