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 | $20,400 | $117,983-82.7% | $101,794-80.0% | $142,382-85.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 20.36% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,311 | $2,773-52.7% | $2,289-42.7% | $4,299-69.5% |
| Participant deferral / active EE | $1,639 | $4,714-65.2% | $4,084-59.9% | $6,507-74.8% |
| Admin fee / account holder | $59 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |