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 | $22,863 | $175,202-87.0% | $149,673-84.7% | $139,434-83.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.02% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,002 | $5,474-26.9% | $4,818-16.9% | $4,751-15.8% |
| Participant deferral / active EE | $4,340 | $6,519-33.4% | $5,680-23.6% | $6,710-35.3% |
| Admin fee / account holder | $101 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |