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 | $19,638 | $99,877-80.3% | $84,966-76.9% | $145,922-86.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.15% | 83.76%-71.6pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,010 | $3,231-68.7% | $2,727-63.0% | $4,660-78.3% |
| Participant deferral / active EE | $2,140 | $5,291-59.5% | $4,519-52.6% | $6,688-68.0% |
| Admin fee / account holder | $8 | $7,248-99.9% | $6,149-99.9% | $13,397-99.9% |