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 | $41,907 | $202,432-79.3% | $169,368-75.3% | $139,434-69.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 24.30% | 531.74%-507.4pp | 405.60%-381.3pp | 372.94%-348.6pp |
| Employer contribution / active EE | $5,202 | $4,692+10.9% | $4,013+29.6% | $4,751+9.5% |
| Participant deferral / active EE | $12,187 | $6,938+75.7% | $6,221+95.9% | $6,710+81.6% |
| Admin fee / account holder | $55 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |