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 | $30,194 | $126,574-76.1% | $106,213-71.6% | $145,922-79.3% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 20.36% | 224.79%-204.4pp | 116.14%-95.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,029 | $3,730-72.4% | $3,171-67.5% | $4,660-77.9% |
| Participant deferral / active EE | $1,741 | $5,724-69.6% | $5,016-65.3% | $6,688-74.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |