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 | $19,412 | $29,660-34.6% | $56,411-65.6% | $80,856-76.0% |
| Participation rate | 36.5% | 41.6%-5.1pp | 52.5%-15.9pp | 67.6%-31.1pp |
| Annual return | 18.97% | 35.23%-16.3pp | 1701.33%-1682.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,071 | $669+60.0% | $1,039+3.1% | $2,755-61.1% |
| Participant deferral / active EE | $1,837 | $1,226+49.8% | $1,952-5.9% | $4,296-57.2% |
| Admin fee / account holder | $52 | $2,428-97.9% | $2,829-98.2% | $6,918-99.3% |