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 | $25,144 | $183,519-86.3% | $155,509-83.8% | $145,922-82.8% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 11.26% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,164 | $5,313-78.1% | $4,672-75.1% | $4,660-75.0% |
| Participant deferral / active EE | $4,832 | $6,462-25.2% | $5,626-14.1% | $6,688-27.8% |
| Admin fee / account holder | $208 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |