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 | $14,877 | $53,516-72.2% | $126,539-88.2% | $84,808-82.5% |
| Participation rate | 36.1% | 58.2%-22.1pp | 69.8%-33.7pp | 68.3%-32.2pp |
| Annual return | 23.56% | 58.34%-34.8pp | 425.95%-402.4pp | 40.90%-17.3pp |
| Employer contribution / active EE | $551 | $1,535-64.1% | $3,674-85.0% | $2,631-79.0% |
| Participant deferral / active EE | $985 | $2,671-63.1% | $4,083-75.9% | $4,212-76.6% |
| Admin fee / account holder | $27 | $4,497-99.4% | $6,065-99.6% | $7,344-99.6% |