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 | $50,658 | $159,602-68.3% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.3%-23.2pp | 80.1%-21.0pp |
| Annual return | 46.04% | 70.24%-24.2pp | 62.55%-16.5pp | 217.08%-171.0pp |
| Employer contribution / active EE | $2,093 | $4,961-57.8% | $4,693-55.4% | $4,299-51.3% |
| Participant deferral / active EE | $5,196 | $8,310-37.5% | $7,997-35.0% | $6,507-20.2% |
| Admin fee / account holder | $156 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |