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 | $152,621 | $148,534+2.8% | $135,903+12.3% | $139,434+9.5% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 16.28% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $10,216 | $5,243+94.8% | $4,856+110.4% | $4,751+115.0% |
| Participant deferral / active EE | $5,670 | $8,100-30.0% | $7,758-26.9% | $6,710-15.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |