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 | $15,067 | $99,877-84.9% | $84,966-82.3% | $145,922-89.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 33.63% | 83.76%-50.1pp | 66.38%-32.7pp | 561.29%-527.7pp |
| Employer contribution / active EE | $1,194 | $3,231-63.0% | $2,727-56.2% | $4,660-74.4% |
| Participant deferral / active EE | $2,149 | $5,291-59.4% | $4,519-52.4% | $6,688-67.9% |
| Admin fee / account holder | $262 | $7,248-96.4% | $6,149-95.7% | $13,397-98.0% |