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 | $24,482 | $148,534-83.5% | $135,903-82.0% | $139,434-82.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 33.13% | 79.19%-46.1pp | 68.23%-35.1pp | 372.94%-339.8pp |
| Employer contribution / active EE | $1,818 | $5,243-65.3% | $4,856-62.6% | $4,751-61.7% |
| Participant deferral / active EE | $4,573 | $8,100-43.5% | $7,758-41.1% | $6,710-31.9% |
| Admin fee / account holder | $7 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |