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 | $184,032 | $167,484+9.9% | $151,611+21.4% | $134,475+36.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -19.68% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,140 | $6,829+4.6% | $6,166+15.8% | $4,740+50.7% |
| Participant deferral / active EE | $7,200 | $8,986-19.9% | $8,363-13.9% | $6,400+12.5% |
| Admin fee / account holder | $270 | $13,783-98.0% | $11,616-97.7% | $11,426-97.6% |