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 | $32,722 | $96,635-66.1% | $86,612-62.2% | $139,434-76.5% |
| Participation rate | 20.8% | 74.4%-53.6pp | 71.7%-50.9pp | 80.3%-59.5pp |
| Annual return | 28.05% | 106.41%-78.4pp | 591.07%-563.0pp | 372.94%-344.9pp |
| Employer contribution / active EE | $849 | $3,263-74.0% | $3,022-71.9% | $4,751-82.1% |
| Participant deferral / active EE | $2,125 | $4,836-56.1% | $4,438-52.1% | $6,710-68.3% |
| Admin fee / account holder | $160 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |