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 | $115,327 | $106,584+8.2% | $101,326+13.8% | $142,382-19.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 18.82% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,705 | $3,956-56.9% | $3,665-53.5% | $4,299-60.3% |
| Participant deferral / active EE | $11,614 | $8,297+40.0% | $7,994+45.3% | $6,507+78.5% |
| Admin fee / account holder | $18 | $11,446-99.8% | $11,185-99.8% | $12,624-99.9% |