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 | $32,571 | $76,738-57.6% | $56,411-42.3% | $145,922-77.7% |
| Participation rate | 30.4% | 63.2%-32.8pp | 52.5%-22.0pp | 80.3%-49.8pp |
| Annual return | 15.83% | 2994.23%-2978.4pp | 1701.33%-1685.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $311 | $1,380-77.5% | $1,039-70.1% | $4,660-93.3% |
| Participant deferral / active EE | $1,254 | $2,623-52.2% | $1,952-35.7% | $6,688-81.2% |
| Admin fee / account holder | $189 | $3,334-94.3% | $2,829-93.3% | $13,397-98.6% |