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 | $139,860 | $177,572-21.2% | $154,803-9.7% | $142,382-1.8% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.1%-25.4pp | 80.1%-27.5pp |
| Annual return | 21.48% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,138 | $4,810-76.3% | $4,305-73.6% | $4,299-73.5% |
| Participant deferral / active EE | $4,677 | $6,272-25.4% | $5,540-15.6% | $6,507-28.1% |
| Admin fee / account holder | $18 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |