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 | $53,363 | $106,584-49.9% | $101,326-47.3% | $142,382-62.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 16.17% | 36.93%-20.8pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,349 | $3,956-65.9% | $3,665-63.2% | $4,299-68.6% |
| Participant deferral / active EE | $9,909 | $8,297+19.4% | $7,994+24.0% | $6,507+52.3% |
| Admin fee / account holder | $134 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |