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 6-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 | $26,508 | $126,574-79.1% | $106,213-75.0% | $145,922-81.8% |
| Participation rate | 29.4% | 77.6%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 15.43% | 224.79%-209.4pp | 116.14%-100.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,028 | $3,730-72.5% | $3,171-67.6% | $4,660-77.9% |
| Participant deferral / active EE | $2,257 | $5,724-60.6% | $5,016-55.0% | $6,688-66.2% |
| Admin fee / account holder | $191 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |