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 | $26,105 | $104,974-75.1% | $95,585-72.7% | $142,382-81.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 18.95% | 210.33%-191.4pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $684 | $2,779-75.4% | $2,527-72.9% | $4,299-84.1% |
| Participant deferral / active EE | $1,701 | $4,352-60.9% | $4,023-57.7% | $6,507-73.9% |
| Admin fee / account holder | $163 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |