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 | $25,862 | $148,534-82.6% | $135,903-81.0% | $139,434-81.5% |
| Participation rate | 21.4% | 83.9%-62.4pp | 81.9%-60.5pp | 80.3%-58.9pp |
| Annual return | 39.13% | 79.19%-40.1pp | 68.23%-29.1pp | 372.94%-333.8pp |
| Employer contribution / active EE | $1,032 | $5,243-80.3% | $4,856-78.7% | $4,751-78.3% |
| Participant deferral / active EE | $3,160 | $8,100-61.0% | $7,758-59.3% | $6,710-52.9% |
| Admin fee / account holder | $90 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |