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 | $27,549 | $108,919-74.7% | $100,391-72.6% | $145,922-81.1% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 14.56% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,260 | $4,419-71.5% | $3,942-68.0% | $4,660-73.0% |
| Participant deferral / active EE | $3,159 | $8,445-62.6% | $8,082-60.9% | $6,688-52.8% |
| Admin fee / account holder | $52 | $9,689-99.5% | $7,899-99.3% | $13,397-99.6% |