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 | $29,090 | $176,056-83.5% | $159,436-81.8% | $167,490-82.6% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 20.85% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $982 | $5,297-81.5% | $4,829-79.7% | $4,837-79.7% |
| Participant deferral / active EE | $3,214 | $7,750-58.5% | $7,352-56.3% | $6,341-49.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |