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 | $28,311 | $217,402-87.0% | $185,823-84.8% | $167,490-83.1% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 30.38% | 148.36%-118.0pp | 122.05%-91.7pp | 478.56%-448.2pp |
| Employer contribution / active EE | $1,902 | $5,873-67.6% | $5,167-63.2% | $4,837-60.7% |
| Participant deferral / active EE | $6,540 | $6,356+2.9% | $5,568+17.5% | $6,341+3.1% |
| Admin fee / account holder | $120 | $19,811-99.4% | $16,237-99.3% | $12,309-99.0% |