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 10-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 | $26,321 | $157,256-83.3% | $141,162-81.4% | $152,861-82.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 15.40% | 64.32%-48.9pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,182 | $5,261-77.5% | $4,735-75.0% | $4,762-75.2% |
| Participant deferral / active EE | $4,641 | $7,109-34.7% | $6,709-30.8% | $5,850-20.7% |
| Admin fee / account holder | $293 | $12,120-97.6% | $10,261-97.1% | $11,596-97.5% |