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 | $17,396 | $111,724-84.4% | $93,606-81.4% | $145,922-88.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.67% | 202.98%-190.3pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,069 | $3,090-65.4% | $2,420-55.8% | $4,660-77.1% |
| Participant deferral / active EE | $3,858 | $4,912-21.5% | $4,411-12.6% | $6,688-42.3% |
| Admin fee / account holder | $21 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |