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 | $32,761 | $127,065-74.2% | $113,168-71.1% | $142,382-77.0% |
| Participation rate | 31.8% | 79.2%-47.4pp | 76.6%-44.7pp | 80.1%-48.3pp |
| Annual return | 20.46% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,259 | $3,442-63.4% | $2,975-57.7% | $4,299-70.7% |
| Participant deferral / active EE | $3,231 | $5,716-43.5% | $5,107-36.7% | $6,507-50.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |