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 | $26,893 | $100,773-73.3% | $88,946-69.8% | $142,382-81.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 46.39% | 70.18%-23.8pp | 57.82%-11.4pp | 217.08%-170.7pp |
| Employer contribution / active EE | $1,312 | $2,918-55.0% | $2,555-48.7% | $4,299-69.5% |
| Participant deferral / active EE | $1,459 | $5,230-72.1% | $4,581-68.2% | $6,507-77.6% |
| Admin fee / account holder | $186 | $9,693-98.1% | $8,261-97.7% | $12,624-98.5% |