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 | $56,129 | $112,096-49.9% | $95,952-41.5% | $158,922-64.7% |
| Participation rate | 25.0% | 79.0%-54.0pp | 77.1%-52.1pp | 82.0%-57.0pp |
| Annual return | 21.29% | 171.09%-149.8pp | 91.61%-70.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $756 | $3,198-76.4% | $2,541-70.2% | $4,761-84.1% |
| Participant deferral / active EE | $1,890 | $4,784-60.5% | $4,167-54.6% | $5,982-68.4% |
| Admin fee / account holder | $223 | $10,130-97.8% | $6,795-96.7% | $11,246-98.0% |