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 | $51,133 | $70,606-27.6% | $53,898-5.1% | $142,382-64.1% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 19.33% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,303 | $1,202+8.4% | $932+39.8% | $4,299-69.7% |
| Participant deferral / active EE | $1,912 | $2,364-19.1% | $1,826+4.7% | $6,507-70.6% |
| Admin fee / account holder | $151 | $2,852-94.7% | $2,491-94.0% | $12,624-98.8% |