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 | $24,112 | $111,724-78.4% | $93,606-74.2% | $145,922-83.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 9.27% | 202.98%-193.7pp | 133.20%-123.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,043 | $3,090-66.2% | $2,420-56.9% | $4,660-77.6% |
| Participant deferral / active EE | $1,675 | $4,912-65.9% | $4,411-62.0% | $6,688-75.0% |
| Admin fee / account holder | $264 | $10,250-97.4% | $8,285-96.8% | $13,397-98.0% |