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 | $16,291 | $30,400-46.4% | $53,898-69.8% | $84,808-80.8% |
| Participation rate | 61.5% | 46.4%+15.1pp | 55.0%+6.6pp | 68.3%-6.8pp |
| Annual return | 19.17% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,891 | $603+545.5% | $932+317.4% | $2,631+47.9% |
| Participant deferral / active EE | $1,572 | $1,199+31.2% | $1,826-13.9% | $4,212-62.7% |
| Admin fee / account holder | $69 | $1,993-96.6% | $2,491-97.2% | $7,344-99.1% |