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 | $208,408 | $114,381+82.2% | $107,525+93.8% | $142,382+46.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 12.86% | 242.71%-229.8pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,483 | $4,015-63.1% | $3,754-60.5% | $4,299-65.5% |
| Participant deferral / active EE | $6,980 | $5,564+25.4% | $5,116+36.4% | $6,507+7.3% |
| Admin fee / account holder | $4 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |