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 | $110,309 | $159,602-30.9% | $150,045-26.5% | $142,382-22.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 19.53% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,531 | $4,961-8.7% | $4,693-3.5% | $4,299+5.4% |
| Participant deferral / active EE | $12,409 | $8,310+49.3% | $7,997+55.2% | $6,507+90.7% |
| Admin fee / account holder | $109 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |