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 5-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 | $67,621 | $159,602-57.6% | $150,045-54.9% | $142,382-52.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 17.17% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,659 | $4,961-66.6% | $4,693-64.6% | $4,299-61.4% |
| Participant deferral / active EE | $3,179 | $8,310-61.7% | $7,997-60.2% | $6,507-51.1% |
| Admin fee / account holder | $108 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |