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 | $40,904 | $177,572-77.0% | $154,803-73.6% | $142,382-71.3% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 19.97% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,479 | $4,810-69.3% | $4,305-65.7% | $4,299-65.6% |
| Participant deferral / active EE | $4,761 | $6,272-24.1% | $5,540-14.1% | $6,507-26.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |