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 7-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 | $62,566 | $159,602-60.8% | $150,045-58.3% | $142,382-56.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 14.74% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,489 | $4,961-49.8% | $4,693-47.0% | $4,299-42.1% |
| Participant deferral / active EE | $3,146 | $8,310-62.1% | $7,997-60.7% | $6,507-51.7% |
| Admin fee / account holder | $28 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |