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 | $13,807 | $49,922-72.3% | $80,569-82.9% | $75,163-81.6% |
| Participation rate | 25.7% | 55.3%-29.6pp | 67.0%-41.3pp | 67.2%-41.5pp |
| Annual return | 22.86% | 34.69%-11.8pp | 935.43%-912.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $631 | $1,698-62.8% | $2,723-76.8% | $2,670-76.4% |
| Participant deferral / active EE | $907 | $2,990-69.7% | $4,447-79.6% | $4,125-78.0% |
| Admin fee / account holder | $190 | $3,577-94.7% | $5,377-96.5% | $5,651-96.6% |