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 | $23,189 | $104,974-77.9% | $95,585-75.7% | $142,382-83.7% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.88% | 210.33%-194.4pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,876 | $2,779-32.5% | $2,527-25.7% | $4,299-56.4% |
| Participant deferral / active EE | $3,240 | $4,352-25.5% | $4,023-19.5% | $6,507-50.2% |
| Admin fee / account holder | $279 | $6,386-95.6% | $6,127-95.5% | $12,624-97.8% |