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 | $54,097 | $104,974-48.5% | $95,585-43.4% | $142,382-62.0% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 21.85% | 210.33%-188.5pp | 38.56%-16.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,233 | $2,779-55.6% | $2,527-51.2% | $4,299-71.3% |
| Participant deferral / active EE | $2,849 | $4,352-34.5% | $4,023-29.2% | $6,507-56.2% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |