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 | $14,662 | $74,888-80.4% | $71,209-79.4% | $142,382-89.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 19.17% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,192 | $2,854-58.2% | $2,721-56.2% | $4,299-72.3% |
| Participant deferral / active EE | $1,956 | $4,454-56.1% | $4,175-53.1% | $6,507-69.9% |
| Admin fee / account holder | $89 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |