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 | $30,507 | $95,266-68.0% | $82,389-63.0% | $142,382-78.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 18.65% | 25.74%-7.1pp | 28.67%-10.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,881 | $2,991-37.1% | $2,517-25.3% | $4,299-56.3% |
| Participant deferral / active EE | $3,679 | $4,809-23.5% | $4,155-11.5% | $6,507-43.5% |
| Admin fee / account holder | $19 | $8,563-99.8% | $7,231-99.7% | $12,624-99.9% |