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 | $24,825 | $105,126-76.4% | $94,646-73.8% | $139,434-82.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 24.65% | 38.03%-13.4pp | 156.71%-132.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,880 | $4,106-29.9% | $3,672-21.6% | $4,751-39.4% |
| Participant deferral / active EE | $4,780 | $7,599-37.1% | $7,418-35.6% | $6,710-28.8% |
| Admin fee / account holder | $93 | $8,984-99.0% | $7,231-98.7% | $11,403-99.2% |