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 8-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 | $29,016 | $176,812-83.6% | $146,665-80.2% | $167,490-82.7% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 13.08% | 24.03%-10.9pp | 22.74%-9.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,195 | $5,160-57.5% | $4,136-46.9% | $4,837-54.6% |
| Participant deferral / active EE | $5,232 | $6,440-18.8% | $5,506-5.0% | $6,341-17.5% |
| Admin fee / account holder | $244 | $13,259-98.2% | $10,280-97.6% | $12,309-98.0% |