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 10-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 | $141,670 | $183,519-22.8% | $155,509-8.9% | $145,922-2.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 16.76% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $8,271 | $5,313+55.7% | $4,672+77.0% | $4,660+77.5% |
| Participant deferral / active EE | $5,293 | $6,462-18.1% | $5,626-5.9% | $6,688-20.9% |
| Admin fee / account holder | $31 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |