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 | $15,382 | $74,888-79.5% | $71,209-78.4% | $142,382-89.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 18.19% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,827 | $2,854-36.0% | $2,721-32.9% | $4,299-57.5% |
| Participant deferral / active EE | $2,059 | $4,454-53.8% | $4,175-50.7% | $6,507-68.4% |
| Admin fee / account holder | $241 | $5,568-95.7% | $5,349-95.5% | $12,624-98.1% |