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 | $25,457 | $148,534-82.9% | $135,903-81.3% | $139,434-81.7% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 15.74% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,105 | $5,243-40.8% | $4,856-36.1% | $4,751-34.7% |
| Participant deferral / active EE | $5,291 | $8,100-34.7% | $7,758-31.8% | $6,710-21.2% |
| Admin fee / account holder | $148 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |