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 3-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 | $119,075 | $165,984-28.3% | $164,813-27.8% | $145,922-18.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.56% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,821 | $5,273-65.5% | $4,341-58.1% | $4,660-60.9% |
| Participant deferral / active EE | $14,567 | $6,959+109.3% | $6,031+141.5% | $6,688+117.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |