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 4-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 | $138,552 | $214,378-35.4% | $200,582-30.9% | $142,382-2.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 22.46% | 46.41%-23.9pp | 42.33%-19.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,700 | $6,841-75.2% | $6,419-73.5% | $4,299-60.5% |
| Participant deferral / active EE | $11,750 | $9,865+19.1% | $9,331+25.9% | $6,507+80.6% |
| Admin fee / account holder | $5 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |