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 | $33,507 | $159,602-79.0% | $150,045-77.7% | $142,382-76.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 24.78% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,160 | $4,961-76.6% | $4,693-75.3% | $4,299-73.0% |
| Participant deferral / active EE | $13,141 | $8,310+58.1% | $7,997+64.3% | $6,507+101.9% |
| Admin fee / account holder | $274 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |