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 5-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 | $109,734 | $201,272-45.5% | $184,203-40.4% | $145,922-24.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.92% | 29.00%-11.1pp | 28.81%-10.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,263 | $7,022-53.5% | $6,427-49.2% | $4,660-30.0% |
| Participant deferral / active EE | $12,323 | $9,806+25.7% | $9,131+35.0% | $6,688+84.3% |
| Admin fee / account holder | $69 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |