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 8-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 | $36,309 | $159,602-77.3% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 22.55% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,798 | $4,961-63.8% | $4,693-61.7% | $4,299-58.2% |
| Participant deferral / active EE | $8,292 | $8,310-0.2% | $7,997+3.7% | $6,507+27.4% |
| Admin fee / account holder | $81 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |