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 | $21,852 | $106,515-79.5% | $96,683-77.4% | $139,434-84.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 26.78% | 38.43%-11.6pp | 35.69%-8.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,914 | $4,103-53.3% | $3,737-48.8% | $4,751-59.7% |
| Participant deferral / active EE | $3,338 | $5,454-38.8% | $4,878-31.6% | $6,710-50.3% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |