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 8-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 | $62,714 | $157,256-60.1% | $141,162-55.6% | $152,861-59.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 21.62% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,285 | $5,261-37.6% | $4,735-30.6% | $4,762-31.0% |
| Participant deferral / active EE | $6,397 | $7,109-10.0% | $6,709-4.7% | $5,850+9.3% |
| Admin fee / account holder | $285 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |