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 8-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 | $158,045 | $117,841+34.1% | $102,423+54.3% | $145,922+8.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.59% | 31.65%-17.1pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,461 | $3,615-31.9% | $3,023-18.6% | $4,660-47.2% |
| Participant deferral / active EE | $7,055 | $5,731+23.1% | $5,053+39.6% | $6,688+5.5% |
| Admin fee / account holder | $47 | $13,326-99.7% | $9,451-99.5% | $13,397-99.7% |