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 | $45,105 | $106,515-57.7% | $96,683-53.3% | $139,434-67.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 24.43% | 38.43%-14.0pp | 35.69%-11.3pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,668 | $4,103-59.4% | $3,737-55.4% | $4,751-64.9% |
| Participant deferral / active EE | $4,371 | $5,454-19.9% | $4,878-10.4% | $6,710-34.9% |
| Admin fee / account holder | $252 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |