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 9-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 | $115,197 | $201,272-42.8% | $184,203-37.5% | $145,922-21.1% |
| Participation rate | 47.4% | 87.5%-40.1pp | 86.8%-39.5pp | 80.3%-32.9pp |
| Annual return | 14.43% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,458 | $7,022-65.0% | $6,427-61.8% | $4,660-47.3% |
| Participant deferral / active EE | $6,447 | $9,806-34.3% | $9,131-29.4% | $6,688-3.6% |
| Admin fee / account holder | $100 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |