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 3-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 | $61,271 | $148,534-58.7% | $135,903-54.9% | $139,434-56.1% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 16.09% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,768 | $5,243-66.3% | $4,856-63.6% | $4,751-62.8% |
| Participant deferral / active EE | $6,563 | $8,100-19.0% | $7,758-15.4% | $6,710-2.2% |
| Admin fee / account holder | $293 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |