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 | $30,069 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,252 | $4,810-74.0% | $4,305-70.9% | $4,299-70.9% |
| Participant deferral / active EE | $2,417 | $6,272-61.5% | $5,540-56.4% | $6,507-62.9% |
| Admin fee / account holder | $205 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |