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 | $27,706 | $159,901-82.7% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 14.90% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,154 | $5,286-78.2% | $4,933-76.6% | $4,660-75.2% |
| Participant deferral / active EE | $2,816 | $8,428-66.6% | $8,070-65.1% | $6,688-57.9% |
| Admin fee / account holder | $116 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |