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 | $24,574 | $106,515-76.9% | $96,683-74.6% | $139,434-82.4% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 27.18% | 38.43%-11.2pp | 35.69%-8.5pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,192 | $4,103-46.6% | $3,737-41.3% | $4,751-53.9% |
| Participant deferral / active EE | $3,127 | $5,454-42.7% | $4,878-35.9% | $6,710-53.4% |
| Admin fee / account holder | $82 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |