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 | $27,126 | $117,841-77.0% | $102,423-73.5% | $145,922-81.4% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 16.58% | 31.65%-15.1pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,243 | $3,615-65.6% | $3,023-58.9% | $4,660-73.3% |
| Participant deferral / active EE | $3,391 | $5,731-40.8% | $5,053-32.9% | $6,688-49.3% |
| Admin fee / account holder | $5 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |