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 | $32,796 | $81,248-59.6% | $155,509-78.9% | $80,856-59.4% |
| Participation rate | 24.6% | 66.2%-41.7pp | 78.2%-53.6pp | 67.6%-43.1pp |
| Annual return | 57.73% | 33.31%+24.4pp | 64.67%-6.9pp | 35.59%+22.1pp |
| Employer contribution / active EE | $635 | $3,100-79.5% | $4,672-86.4% | $2,755-76.9% |
| Participant deferral / active EE | $1,332 | $3,452-61.4% | $5,626-76.3% | $4,296-69.0% |
| Admin fee / account holder | $62 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |