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 | $16,189 | $99,877-83.8% | $84,966-80.9% | $145,922-88.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 20.51% | 83.76%-63.3pp | 66.38%-45.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,415 | $3,231-56.2% | $2,727-48.1% | $4,660-69.6% |
| Participant deferral / active EE | $3,508 | $5,291-33.7% | $4,519-22.4% | $6,688-47.5% |
| Admin fee / account holder | $51 | $7,248-99.3% | $6,149-99.2% | $13,397-99.6% |