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 6-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 | $109,227 | $201,272-45.7% | $184,203-40.7% | $145,922-25.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.26% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,437 | $7,022-22.6% | $6,427-15.4% | $4,660+16.7% |
| Participant deferral / active EE | $10,815 | $9,806+10.3% | $9,131+18.4% | $6,688+61.7% |
| Admin fee / account holder | $78 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |