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 | $19,940 | $111,724-82.2% | $93,606-78.7% | $145,922-86.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 12.36% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $884 | $3,090-71.4% | $2,420-63.5% | $4,660-81.0% |
| Participant deferral / active EE | $2,293 | $4,912-53.3% | $4,411-48.0% | $6,688-65.7% |
| Admin fee / account holder | $138 | $10,250-98.7% | $8,285-98.3% | $13,397-99.0% |