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 | $29,159 | $111,754-73.9% | $103,333-71.8% | $145,922-80.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 14.22% | 24.77%-10.5pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,222 | $4,212-71.0% | $3,868-68.4% | $4,660-73.8% |
| Participant deferral / active EE | $2,824 | $5,619-49.7% | $5,057-44.2% | $6,688-57.8% |
| Admin fee / account holder | $247 | $9,750-97.5% | $8,355-97.0% | $13,397-98.2% |