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 | $32,621 | $158,398-79.4% | $126,539-74.2% | $142,382-77.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 20.94% | 593.76%-572.8pp | 425.95%-405.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,334 | $4,650-71.3% | $3,674-63.7% | $4,299-69.0% |
| Participant deferral / active EE | $1,815 | $4,767-61.9% | $4,083-55.5% | $6,507-72.1% |
| Admin fee / account holder | $66 | $6,918-99.0% | $6,065-98.9% | $12,624-99.5% |