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 | $35,420 | $114,381-69.0% | $107,525-67.1% | $142,382-75.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 20.31% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,811 | $4,015-54.9% | $3,754-51.8% | $4,299-57.9% |
| Participant deferral / active EE | $5,234 | $5,564-5.9% | $5,116+2.3% | $6,507-19.6% |
| Admin fee / account holder | $254 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |