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 8-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 | $161,644 | $177,572-9.0% | $154,803+4.4% | $142,382+13.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 17.24% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,100 | $4,810-56.3% | $4,305-51.2% | $4,299-51.1% |
| Participant deferral / active EE | $6,664 | $6,272+6.2% | $5,540+20.3% | $6,507+2.4% |
| Admin fee / account holder | $157 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |