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 | $26,362 | $95,561-72.4% | $77,163-65.8% | $139,434-81.1% |
| Participation rate | 15.4% | 73.9%-58.6pp | 69.6%-54.2pp | 80.3%-64.9pp |
| Annual return | 19.17% | 54.92%-35.7pp | 37.87%-18.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,021 | $4,624-77.9% | $3,833-73.4% | $6,710-84.8% |
| Admin fee / account holder | $250 | $8,295-97.0% | $5,472-95.4% | $11,403-97.8% |