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 | $77,413 | $104,974-26.3% | $95,585-19.0% | $142,382-45.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 21.32% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,963 | $2,779+42.6% | $2,527+56.8% | $4,299-7.8% |
| Participant deferral / active EE | $13,358 | $4,352+206.9% | $4,023+232.1% | $6,507+105.3% |
| Admin fee / account holder | $181 | $6,386-97.2% | $6,127-97.1% | $12,624-98.6% |