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 | $26,701 | $57,281-53.4% | $86,612-69.2% | $75,163-64.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.3pp |
| Annual return | 17.23% | 2670.75%-2653.5pp | 591.07%-573.8pp | 160.62%-143.4pp |
| Employer contribution / active EE | $638 | $2,314-72.4% | $3,022-78.9% | $2,670-76.1% |
| Participant deferral / active EE | $1,378 | $3,318-58.5% | $4,438-69.0% | $4,125-66.6% |
| Admin fee / account holder | $80 | $4,112-98.1% | $5,614-98.6% | $5,651-98.6% |