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 | $17,844 | $96,305-81.5% | $80,569-77.9% | $139,434-87.2% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 20.55% | 1350.08%-1329.5pp | 935.43%-914.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $485 | $3,262-85.1% | $2,723-82.2% | $4,751-89.8% |
| Participant deferral / active EE | $1,766 | $5,232-66.3% | $4,447-60.3% | $6,710-73.7% |
| Admin fee / account holder | -$743 | $6,599-111.3% | $5,377-113.8% | $11,403-106.5% |