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 | $10,903 | $100,773-89.2% | $88,946-87.7% | $142,382-92.3% |
| Participation rate | 53.8% | 74.3%-20.4pp | 68.8%-15.0pp | 80.1%-26.3pp |
| Annual return | 19.50% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $459 | $2,918-84.3% | $2,555-82.0% | $4,299-89.3% |
| Participant deferral / active EE | $1,516 | $5,230-71.0% | $4,581-66.9% | $6,507-76.7% |
| Admin fee / account holder | $287 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |