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 6-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 | $58,028 | $177,572-67.3% | $154,803-62.5% | $142,382-59.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 19.07% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $8,168 | $4,810+69.8% | $4,305+89.7% | $4,299+90.0% |
| Participant deferral / active EE | $3,875 | $6,272-38.2% | $5,540-30.1% | $6,507-40.5% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |