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 | $27,891 | $165,984-83.2% | $164,813-83.1% | $145,922-80.9% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 16.32% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,357 | $5,273-55.3% | $4,341-45.7% | $4,660-49.4% |
| Participant deferral / active EE | $3,177 | $6,959-54.4% | $6,031-47.3% | $6,688-52.5% |
| Admin fee / account holder | $154 | $16,648-99.1% | $12,690-98.8% | $13,397-98.8% |