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 6-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 | $108,121 | $214,378-49.6% | $200,582-46.1% | $142,382-24.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 15.24% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,873 | $6,841-72.6% | $6,419-70.8% | $4,299-56.4% |
| Participant deferral / active EE | $9,541 | $9,865-3.3% | $9,331+2.2% | $6,507+46.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |