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 | $37,101 | $93,571-60.4% | $135,903-72.7% | $75,163-50.6% |
| Participation rate | 47.1% | 75.2%-28.1pp | 81.9%-34.8pp | 67.2%-20.1pp |
| Annual return | 19.81% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,620 | $3,537-54.2% | $4,856-66.6% | $2,670-39.3% |
| Participant deferral / active EE | $3,120 | $6,404-51.3% | $7,758-59.8% | $4,125-24.4% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |