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 9-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 | $128,361 | $169,032-24.1% | $129,207-0.7% | $145,922-12.0% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 11.03% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,581 | $5,537-53.4% | $4,153-37.9% | $4,660-44.6% |
| Participant deferral / active EE | $9,791 | $4,987+96.3% | $4,168+134.9% | $6,688+46.4% |
| Admin fee / account holder | $18 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |