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 | $169,644 | $165,984+2.2% | $164,813+2.9% | $145,922+16.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.60% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,755 | $5,273-47.8% | $4,341-36.5% | $4,660-40.9% |
| Participant deferral / active EE | $7,881 | $6,959+13.2% | $6,031+30.7% | $6,688+17.8% |
| Admin fee / account holder | $123 | $16,648-99.3% | $12,690-99.0% | $13,397-99.1% |