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 | $29,837 | $99,877-70.1% | $84,966-64.9% | $145,922-79.6% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.0pp | 80.3%-34.8pp |
| Annual return | 29.84% | 83.76%-53.9pp | 66.38%-36.5pp | 561.29%-531.4pp |
| Employer contribution / active EE | $672 | $3,231-79.2% | $2,727-75.4% | $4,660-85.6% |
| Participant deferral / active EE | $3,572 | $5,291-32.5% | $4,519-21.0% | $6,688-46.6% |
| Admin fee / account holder | $212 | $7,248-97.1% | $6,149-96.6% | $13,397-98.4% |