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 | $36,762 | $70,606-47.9% | $53,898-31.8% | $142,382-74.2% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 16.54% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,477 | $1,202+22.9% | $932+58.5% | $4,299-65.6% |
| Participant deferral / active EE | $3,093 | $2,364+30.8% | $1,826+69.4% | $6,507-52.5% |
| Admin fee / account holder | $193 | $2,852-93.2% | $2,491-92.3% | $12,624-98.5% |