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 | $36,260 | $159,602-77.3% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.3%-38.6pp | 80.1%-36.4pp |
| Annual return | 20.84% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,332 | $4,961-73.2% | $4,693-71.6% | $4,299-69.0% |
| Participant deferral / active EE | $3,193 | $8,310-61.6% | $7,997-60.1% | $6,507-50.9% |
| Admin fee / account holder | $146 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |