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 7-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 | $61,203 | $209,411-70.8% | $178,490-65.7% | $158,922-61.5% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 17.89% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,245 | $5,706-78.2% | $5,011-75.2% | $4,761-73.9% |
| Participant deferral / active EE | $6,332 | $5,954+6.3% | $5,202+21.7% | $5,982+5.8% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |