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 | $22,075 | $93,571-76.4% | $135,903-83.8% | $75,163-70.6% |
| Participation rate | 52.4% | 75.2%-22.8pp | 81.9%-29.5pp | 67.2%-14.8pp |
| Annual return | 23.88% | 30.90%-7.0pp | 68.23%-44.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,115 | $3,537-68.5% | $4,856-77.0% | $2,670-58.2% |
| Participant deferral / active EE | $3,477 | $6,404-45.7% | $7,758-55.2% | $4,125-15.7% |
| Admin fee / account holder | $285 | $6,975-95.9% | $10,762-97.4% | $5,651-95.0% |