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 | $20,397 | $92,703-78.0% | $82,719-75.3% | $134,475-84.8% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | 21.43% | 944.92%-923.5pp | 701.18%-679.7pp | 417.96%-396.5pp |
| Employer contribution / active EE | $757 | $3,274-76.9% | $3,009-74.8% | $4,740-84.0% |
| Participant deferral / active EE | $1,224 | $4,802-74.5% | $4,395-72.2% | $6,400-80.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |