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 9-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 | $74,516 | $179,726-58.5% | $156,263-52.3% | $142,382-47.7% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.9%-26.3pp | 80.1%-27.5pp |
| Annual return | 21.78% | 77.86%-56.1pp | 59.47%-37.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,471 | $5,069-51.3% | $4,333-43.0% | $4,299-42.5% |
| Participant deferral / active EE | $2,097 | $6,956-69.9% | $6,158-66.0% | $6,507-67.8% |
| Admin fee / account holder | $81 | $17,272-99.5% | $14,255-99.4% | $12,624-99.4% |