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 | $29,598 | $202,432-85.4% | $169,368-82.5% | $139,434-78.8% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 22.50% | 531.74%-509.2pp | 405.60%-383.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $628 | $4,692-86.6% | $4,013-84.4% | $4,751-86.8% |
| Participant deferral / active EE | $1,441 | $6,938-79.2% | $6,221-76.8% | $6,710-78.5% |
| Admin fee / account holder | $286 | $10,708-97.3% | $9,003-96.8% | $11,403-97.5% |