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 | $29,373 | $177,572-83.5% | $154,803-81.0% | $142,382-79.4% |
| Participation rate | 47.6% | 82.1%-34.4pp | 78.1%-30.5pp | 80.1%-32.5pp |
| Annual return | 21.57% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,313 | $4,810-72.7% | $4,305-69.5% | $4,299-69.5% |
| Participant deferral / active EE | $2,290 | $6,272-63.5% | $5,540-58.7% | $6,507-64.8% |
| Admin fee / account holder | $30 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |