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 | $117,535 | $179,726-34.6% | $156,263-24.8% | $142,382-17.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 20.86% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,280 | $5,069-74.7% | $4,333-70.5% | $4,299-70.2% |
| Participant deferral / active EE | $6,479 | $6,956-6.9% | $6,158+5.2% | $6,507-0.4% |
| Admin fee / account holder | $215 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |