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 | $16,700 | $70,606-76.3% | $53,898-69.0% | $142,382-88.3% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 22.86% | 619.81%-597.0pp | 528.60%-505.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,348 | $1,202+12.1% | $932+44.6% | $4,299-68.6% |
| Participant deferral / active EE | $3,157 | $2,364+33.5% | $1,826+72.9% | $6,507-51.5% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |