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 9-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 | $166,387 | $228,332-27.1% | $185,823-10.5% | $158,922+4.7% |
| Participation rate | 35.3% | 82.3%-47.0pp | 78.0%-42.7pp | 82.0%-46.7pp |
| Annual return | 16.28% | 40.80%-24.5pp | 35.95%-19.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $7,647 | $4,967+54.0% | $4,087+87.1% | $4,761+60.6% |
| Participant deferral / active EE | $3,535 | $6,415-44.9% | $5,632-37.2% | $5,982-40.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |