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 | $15,179 | $54,705-72.3% | $71,209-78.7% | $84,808-82.1% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.8%-29.8pp | 68.3%-24.3pp |
| Annual return | 20.49% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $313 | $2,158-85.5% | $2,721-88.5% | $2,631-88.1% |
| Participant deferral / active EE | $1,938 | $3,030-36.1% | $4,175-53.6% | $4,212-54.0% |
| Admin fee / account holder | $35 | $4,863-99.3% | $5,349-99.3% | $7,344-99.5% |