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 | $75,071 | $177,572-57.7% | $154,803-51.5% | $142,382-47.3% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 70.29% | 65.07%+5.2pp | 58.88%+11.4pp | 217.08%-146.8pp |
| Employer contribution / active EE | $1,730 | $4,810-64.0% | $4,305-59.8% | $4,299-59.8% |
| Participant deferral / active EE | $7,904 | $6,272+26.0% | $5,540+42.7% | $6,507+21.5% |
| Admin fee / account holder | $185 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |