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 | $25,685 | $70,669-63.7% | $169,368-84.8% | $75,163-65.8% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.1%-17.1pp | 67.2%-7.2pp |
| Annual return | 25.74% | 36.36%-10.6pp | 405.60%-379.9pp | 160.62%-134.9pp |
| Employer contribution / active EE | $2,081 | $2,211-5.9% | $4,013-48.1% | $2,670-22.0% |
| Participant deferral / active EE | $3,457 | $4,311-19.8% | $6,221-44.4% | $4,125-16.2% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |