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 | $131,308 | $117,983+11.3% | $101,794+29.0% | $142,382-7.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 16.20% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $965 | $2,773-65.2% | $2,289-57.9% | $4,299-77.6% |
| Participant deferral / active EE | $15,310 | $4,714+224.8% | $4,084+274.9% | $6,507+135.3% |
| Admin fee / account holder | $161 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |