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 | $29,291 | $117,983-75.2% | $101,794-71.2% | $142,382-79.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 21.72% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,075 | $2,773-25.2% | $2,289-9.3% | $4,299-51.7% |
| Participant deferral / active EE | $2,548 | $4,714-45.9% | $4,084-37.6% | $6,507-60.8% |
| Admin fee / account holder | $117 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |